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How much is all this worth? Just one idea, implemented properly, can add thousands to your take-home net, year after year after year.
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Here’s How to Start Charging Higher Fees Now

Last week, we announced that we’re hosting our second “Virtual Green Light Academy” on October 21-22, from 1PM-5PM Eastern (10AM-2PM Pacific) Today we’re revealing the agenda for the entire eight-hour presentation, to give you even more reason to sign up today.

Important: You do not need to be a paying member of Tax Master Network to take advantage of this free program. Virtual Green Light is free for all who want to join.

Thursday, 1:00-1:50PM: Higher Fee Mindset

This session presents the theory underlying higher fees: The three-word secret that underlies everything else; the two dimensions you can build your business; the “hierarchy of values” that leads to higher fees and more valuable client relationships; and lessons from Dr. Dre on raising fees by “improving your view.”

Thursday, 2:00-2:50PM: Higher Fee Tactics

This session updates our classic “Seven Secrets to Higher Fees” presentation for 2021 with seven specific strategies you can start implementing immediately to charge what you’re worth.

Thursday, 3:00-3:50: Behind the Velvet Rope

At some point in your life, you’ve encountered a velvet rope – probably guarded by a burly tuxedoed doorman – separating you from a club or party or event that you wished you could attend. This presentation presents examples from a variety of high-end businesses to outline how you can put your business behind a velvet rope, too.

Thursday, 4:00-4:50: Keynote

Tax professionals operate at the confluence of two massive events: the demonetizing and eventual dematerialization of tax compliance work, and the shift towards a fiduciary standard for financial solution providers. This presents perhaps the most significant opportunity for the tax pro since the invention of the desktop computer. Dave O’Rourke, President of Financial Gravity Asset Management, Inc., will share his vision of the future of financial services, the democratization of the modern multi-family office. Spoiler alert: YOU figure prominently in that future.

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Friday 1:00-1:50PM: Choreographing Client Experiences

You may think you’re in the business of giving clients documents – the “numbers in boxes,” tax plans, and family office services that immediately pop into mind when they think of your name. But you also deliver an experience, just like when they go out to eat, or stay at a hotel, or do business with anyone else. You’ve probably never thought about that experience – but you should! This presentation, drawn from a surprising authority in the field, teaches how important client experiences are to supporting higher fees.

Friday, 2:00-2:50PM: High-Fee Year-Round Income

It’s 2021 – why are you still billing clients for transactions? This presentation introduces the concept of “relationship billing,” which takes monthly “fixed-fee” or “maintenance” packages to a new height. We’ll dig deep into the weeds here, with practical “how-to” guidelines and even provide template documents you can adapt to your own particular practice.

Friday 3:00-3:50: Pricing for Family Office Services

You know that opportunities abound to do more for your clients, and in so doing monetize your “most-trusted” status and change forever the role you play in your clients’ financial lives.  But the barriers to entry can seem daunting, expensive and time consuming. Dave O’Rourke will show you how you can elevate your current business by a multiple of revenue, profitability and business value with no capital outlay, no new staff and little additional demands on your time. Learn how the democratization of the multi-family office model can revolutionize your business.

Friday, 4:00-4:50: Putting It All to Work

Our final session starts with a written worksheet to “tie it all together” and craft a personal action plan to make sure you get actual value from the eight hours you spend with us, and not just a pile of shiny things and notes that you shove in a drawer but never really act on.

How much is all this worth? Just one idea, implemented properly, can add thousands to your take-home net, year after year after year. But if that’s all you get, you’ll be missing the boat. The Greenlight Academy gives you a roadmap for a whole new business model you can start building now to leave your competitors fighting each other for scraps – especially when the robots arrive!

There’s no charge to attend, even for non-members. What excuse can you possibly have for not attending?

The Briefs is a weekly column on marketing and business planning for tax professionals and financial advisors looking to better serve clients and grow their business. 

Edward Lyon

Edward Lyon

Edward A. Lyon is CEO of the Tax Master Network, where he's coached tax professionals to add planning and financial services to their business since 2005. Go here to join the network. Go here to upgrade your membership or discuss opportunities in financial services.
Edward Lyon

Edward Lyon

Edward A. Lyon is CEO of the Tax Master Network, where he's coached tax professionals to add planning and financial services to their business since 2005. Go here to join the network. Go here to upgrade your membership or discuss opportunities in financial services.

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