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The CPA-Tax-Professional & Financial Advisors Business 'EXPONENTIAL' Symposium

Money Concepts University

Wednesday, August 6, 2014 at 1:00 PM - Friday, August 8, 2014 at 12:00 PM (CDT)

The CPA-Tax-Professional & Financial Advisors Business...

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Ticket Type Sales End Price Fee Quantity
The CPA-Tax-Professional-Financial Advisor Symposium   more info Ended $165.00 $0.00

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Event Details


 

Transform your Business

10x Faster 100x Cheaper 

¨ The majority of businesses grow their business by the “Linear Method”,have you ever thought on how to grow your business, ‘EXPONENTIALLY’? 

¨ The qualified process of getting referrals from CPA’s-Tax Professionals Financial Advisorsis almost like forming a Joint Venture, or a business alliance, to support clients and make an excellent return on invested time (ROIT) 

¨ Business Model III for CPA’s & Tax Professionals,is the easiest model to add to your practice, and is usually set up for your best clients or A clients. 

¨ Do you know the value of your practice or business today? Could you sell it for a Million or more? Would you buy a practice today and increase your profit by 30%?  

¨ A woman with a high school diploma will earn $200,000 over 10 years, with a college degree $400k. A woman in the financial services industry can make $1 million to $1.5 million. Over 70% of women want a woman advisor to take care of their financial growth 

¨ Chief Executive of Pershing Advisor Solutions LLC was quoted in Investment News saying, “There are fewer advisers today than 10 years ago, but more clients. What an amazing business to be in.” 

¨ Add the Exponential Business Model to grow your business - 10x faster and 100 x less expenses. 

¨ Social Security - Fee Incomeis real, just adding this ‘Fee Based’ service for your clients can increase your income exponentially. And Social Security does have a “COLA’ that most 

¨ There are over a 100 million ‘baby boomers’that will be retiring for the next 20 years, and are looking for Advisors that can do ‘Fee-Based’ Asset Management.  

¨ Model I-For CPA’s & Tax Professionals - Advisors- on how to be a Business Owner Advisor. The model to be presented shows $2.6 million in revenue, with two licensed advisors, and four accounting / tax employees. Income is 80% of financial services, 20% tax/accounting.  

¨ Using LinkedIn and Facebookto get new customers, clients, associates without having to go back to college to get a technology degree. On Email –InMail, an ad, and callback, to close.

¨ How to find a professional broker dealer - firm that will reimburse you for licensing fees, E&O fees, & Registration Fees, and will approved new Series 6 & 7 Advisors, even if all you do is refer clients for a earned invoice fee.

¨ What financial advisors and Insurance Agents don't know about CPA’s & Tax Professionals Referrals? You have to develop a trusted relationship with the CPA/TP and when you do you eliminate all marketing and sales calls.

¨ See how Morningstar reports can show your clients that their 401-K funds are ‘Average’, and how to create a portfolio that is above average, with the same risk. One of the easiest ways to transfer a seven figure 401K.

¨ The 1040 Tax Return can uncover multiple financial solutions for clients, in 20 minutes, to increase your profit per hour and new income for your business.

¨ Clients are selling their real estate, their business, their equities, and wish they didn't have to pay capital gains taxes, because they don't need the income today. Learn the two methods that say ‘NO TAXES’ to Uncle Sam.

¨ Defined Benefit Plans (DBP) are ‘big’ for the small business owner Baby Boomer-age 54-68,has less than 10 employees and the firm has no retirement assets. The clients will implement a DBP, in a second, but only if someone will show it to them.

¨ The ‘Tax-Free’ Boom has started, as boomers are preparing for the ‘boom’ in Federal Income Taxes and Payments, there is a 12 week implementation guide on how to be an ‘expert’, or at least ‘know what to say’ to clients when they ask.

¨ Clients are selling their real estate, their business, their equities, and wish they didn't have to pay capital gains taxes, because they don't need the income today. Learn the two methods that say ‘NO TAXES’ to Uncle Sam.

¨ Defined Benefit Plans (DBP) are ‘big’ for the small business owner Baby Boomer-age 54-68, has less than 10 employees and the firm has no retirement assets. The clients will implement a DBP, in a second, but only if someone will show it to them.

The ‘Tax-Free’ Boom has started, as boomers are preparing for the ‘boom’ in Federal Income Taxes and Payments, there is a 12 week implementation guide on how to be an ‘expert’, or at least ‘know what to say’ to clients

 

 

PLUS:

New Book-'My Own Financial Blueprint', Value:$25

Financial Planning Software Program, Value: $100

100 Page Manual/Workbook, Value: $250

Earn CPE-14 credits, Value: Priceless

Breakfast for Thursday & Friday

Lunch on Thursday

Breaks for Wednesday, Thursday, Friday

Yes, Cookies will be served

 

Insurance Agents, Financial Planners, Brokers, Registered Reps, Brokers, PC Agency owners, are all considered financial advisors, or advisors for this event.

                        

 Located at the beautiful Holiday Inn Select International San Antonio, Texas. 

 http://www.ihg.com/holidayinnexpress/hotels/us/en/san-antonio/satat/hoteldetail                               Call the hotel at 1-210-349-9900                                   Hotel Rate: $89 per night.

 

 Tenative Times & Sessions:

Wednesday, August 6, 2014-- 1:00- 6:00 pm

Thursday, August 7, 2014: 8:00 am- 5:30 pm

Friday, August 8, 2014: 7:00 am- 12 noon

Have questions about The CPA-Tax-Professional & Financial Advisors Business 'EXPONENTIAL' Symposium? Contact Money Concepts University

When & Where


Holiday Inn Airport Hotel
77 NE Loop 410
San Antonio, TX 78216

Wednesday, August 6, 2014 at 1:00 PM - Friday, August 8, 2014 at 12:00 PM (CDT)


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