WEBINAR
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How Financial Advisors Win the High-Net-Worth Game 

& Why Tax Planning is Your Secret Weapon

March 19th, 2025 | 1 PM EST

  

 Hosted by Dave Lukas, CEO of TaxPlanIQ

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Register Now

High-net-worth clients have a choice of countless advisors. Yet a select group of professionals are consistently winning and retaining million-dollar clients by mastering one critical skill: strategic tax planning. 

As traditional advisors fight over shrinking AUM fees, you could be creating a massive competitive advantage with strategic tax planning — without being a CPA.

 

Register for our live webinar to see:

  • Why tax strategy is the #1 conversation starter with high-net-worth prospects

  • How to position yourself as the advisor that wealthy clients trust with their entire financial picture

  • The exact framework for partnering with CPAs to expand your professional network 

  • Real case studies of advisors who've transformed their practices through tax strategy

If you’re serious about getting more high-net worth clients and increasing your AUM, tax planning is your secret weapon in 2025.

And we’ll show you how you can easily get started…even if you have no prior tax planning experience.

As a special bonus, all attendees will also receive our e- guide on “7 High Impact Advanced Tax Strategies for High Net Worth Business Owners”!

Meet Your Host Dave Lukas, CEO of TaxPlanIQ

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Dave Lukas

CEO, TaxPlanIQ

Dave is a seasoned entrepreneur, bestselling author, and investor with a stellar track record on the INC 5000 and Entrepreneur 365 lists. As founder of the Misfit Entrepreneur podcast, he has a dedicated global following. Originally an advisor to TaxPlanIQ, Dave's pivotal role in scaling the company led him to become CEO. Dave, a Top 1% Ironman competitor, resides in Columbus, OH, enjoying family life alongside his wife and daughter.

Save your seat now as spots are limited!

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