I've spent over a decade in the HNW tax planning space and saved clients over $30 million in liabilities.
Now I'm sharing my knowledge and helping wealth advisors achieve 80%+ cloosure rates with wealthy prospects by teaching them how to master the language of tax strategy .
In this webinar, you’ll learn:
● The five tiers of the wealth spectrum and how they fit into your practice
● How to build credibility with wealthy individuals by speaking to their unique tax planning needs and expectations
● The five specialists you need on your team to give a HNW prospect confidence in your abilities
● Open Q&A where you can ask me anything about working with the HNW market