We help advisers position themselves as the premier providers of technical advice in their communities. Content from weekly webinars hosted for allied advisers can be adapted for use by any allied adviser in his/her community.
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.