Members can customize twelve unique brochures to explain how they offer planning resources in conjunction with CPAs, lawyers, and other referral sources. The brochures inspire the client to reflect his or her passions in a statement of goals that are realized with any of 200+ services and 400+ planning tools.
The Zero Tax Planning Institute equips advisers to replicate the success that we have in our retail practice. We show you how to develop successful seminars, attract attendees, schedule meetings with prospects, and engage new clients. We also show you how to charge fees, prepare client deliverables, implement plans, and fund trusts with investments and insurance.
Zero Tax Planning is a program of Family Office Services, Inc.