The Secrets of HNW

Tax Strategy

Have you always wanted to work with HNW clients
but don't know where to start?

Hi, I'm Heath Walters.

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 .

The Highlights

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

Are you ready to start attracting wealthier prospects in 2023?

Don't miss this webinar!