Tax planning has change into an integral a part of a complete monetary planning service providing and a method for advisors to supply hard-dollar worth for his or her shoppers. On this episode, we discover how integrating tax preparation, proactive tax planning, and out of doors tax experience can deepen shopper worth, diversify income, and speed up agency development.
Erik Brenner is the CEO of Hilltop Wealth and Tax Options, an RIA primarily based in Mishawaka, Indiana, overseeing roughly $600 million in AUM for 830 shopper households. Pay attention in as Erik shares how he doubled his agency’s AUM in three years partly by constructing a complete, three-pronged tax technique that mixes in-house tax preparation, advisor-led tax planning evaluation, and outsourced experience for advanced instances. We additionally focus on why he selected to launch a separate however built-in tax enterprise that’s worthwhile in its personal proper somewhat than treating tax prep as a loss chief, how in-person dinner seminars centered on retirement tax methods drive almost half of the agency’s new shoppers, and the way taking a scientific strategy has helped Erik’s agency enhance the variety of Google and different on-line critiques it receives.
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