The WSJ and other financial news portals are educating your wealthy clients on what they must do to avoid incurring a voluntary tax of $400,000 per $1M of wealth. They must act soon. Make sure they think of you as their most qualified advisor who can help them avoid that unnecessary tax. Advisors have had success opening cases by pairing:
Download the Tax Guide and order a client-specific Tax Estimator. Show your clients P. 17 of the Guide & pair it with the personalized Estimator. That combination should enable you to start a conversation about the next steps they need to take. Prefer to talk to your clients about investments or other ideas? Invite our Expert, Tom Lipscomb for joint work. Opening giant cases has never been easier! Which of your $10M+ net worth clients have not recently heard from you about this opportunity?
