Your key to attracting and retaining clients
For most people, their Most Trusted Advisor is their accountant.
Many financial advisors have difficulty attracting and, especially, retaining clients because they are not their clients' Most Trusted Advisor - the accountant typically is. Tax Acuity allows the advisor to easily be more in-tune to their client's taxes than their accountant is, elevating them to Most Trusted Advisor status, which makes attracting and retaining clients so much easier.
I've been a financial advisor for over 20 years. Prior to that I was in accounting for 10 years.
I understand your frustration; I noticed a difference in how I was perceived once I became an advisor. I realized I needed to change this perception of the accountant being the Most Trusted Advisor. I did it, and so can you, all for only $59 per month.
How many clients are you losing each year because your are not viewed as their Most Trusted Advisor?
By understanding your clients taxes, and communicating this to them, you unseat the accountant as the Most Trusted Advisor. This is easy to do because, up until time to file the return, you have more information than the accountant does. This doesn't mean you eliminate the accountant, rather they become a valuable member of your client service team.
MOST TRUSTED ADVISOR RESOURCES
HEAR FROM OUR USERS
Alan K - Nebraska
I did my first Social Security and Taxes workshop in April 2022. I did two events and had a total of 59 people. I just closed $1.3 million from one of those workshops. I’ve been in the industry for 49 years and this is one of the bigger cases I’ve written.
The key? Tax Acuity! I would not have been able to close the business without the software and the presentation provided with a paid membership. The client will save over $13,000/year in taxes and made me a hero!
Jeff K - Connecticut
Working with Bruce, and Tax Acuity has been a huge positive for my business. It allows me to book meetings with people that simply tell me they’ve never seen work like this. So, I’m getting meetings with people who probably wouldn’t have had interest before, as well as the people who are in the market for an advisor. My closing rate has also gone up! This is a very valuable tool, and Bruce is a really great guy.