Packages as unique as your practice.
Education
one-time investment of
$99
Learn the basics of tax strategy and how to build credibility with HNW prospects. Best for newer advisors under $40M AUM.
Top seven tax strategies for attracting HNW clients
Six live roundtable discussions + three hours of video lectures
30-minute one-on-one with a certified tax planner
Concierge
starts at
$2,500 / mo
On-demand tax plans and on-call CPAs for more established practices. Best for IRAs and RIAs with $40M - $300M AUM.
The TWI Guarantee*
Comprehensive tax training program (20+ strategies)
Dedicated tax strategy CPA
2+ tailored on-demand tax plans per month
Joint calls with your HNW prospects
Joint calls with your prospect’s CPA and/or attorney
One-hour, monthly one-on-one with your CPA
Weekly case studies
Regular updates on regulatory changes & phase-outs
Zero long-term committment
Concierge Pro
starts at
$10,000 / mo
Bespoke tax planning integration for sophisticated firms. Best for RIAs with 4+ advisors and $300M+ AUM.
Upgrades from concierge:
The TWI Pro Guarantee**
5+ tailored on-demand tax plans per month
Customized education programs for your entire team
Tax strategy training as a recruitment tool
Radio & webinar appearances
Speaking engagements
The TWI Guarantee
If we can’t help you increase your firm’s income by at least $75K in the first year, we’ll work for free until we do.
The TWI Pro Guarantee
If we can’t help you increase your firm’s income by at least $150K in the first year, we’ll work for free until we do.
Tax strategies that deliver.
