#533 How ANY Finance Professional Can Explode Their Wealth

Main Street Business

In this episode of the Main Street Business Podcast, host Mark J. Kohler shares actionable strategies to help tax professionals expand their services into advisory. From developing dynamic pricing models to pinpointing your ideal clients, this episode is full of insights to help you enhance your advisory offerings and attract more clients with confidence.

Here's what you can look forward to:

• Mark introduces the concept of transitioning to tax advisory services.
• Mark highlights the need to overcome imposter syndrome and self-doubt.
• A full breakdown of specific areas to focus on: reasonable comp, family payroll, self-directed retirement accounts, creative write-offs.
• Emphasizes the importance of finding clients where advisors can make a significant impact.
• Introduces the concept of a community for learning cutting-edge strategies
• Explanation of the two-step process for discovery calls and comprehensive consultation.

• Are you ready to get certified in EVERY strategy I teach? Start your journey with a FREE 15-minute demo.
• You don't want to miss this! Secure your tickets for the most significant tax & legal event of the year: Tax and Legal 360
• Curious what my new certification is all about? Learn More
• Looking to connect with a rock star law firm? KKOS is only a click away!
• Grab my FREE Ultimate Tax Strategy Guide HERE!
• Check out our YOUTUBE Channel Here: https://www.youtube.com/markjkohler
• Craving more content? Check out my Instagram!

Bölümler

1. Transitioning to Tax Advisory Services (00:00:00)

2. Client Selection and Service Onboarding (00:07:23)

3. Transitioning to Advisory Services (00:14:19)

4. Path to Tax Advisor Certification (00:26:47)