Free Download:
How to Close a 5-Figure Tax Planning Client in 30 Days
Learn the exact outreach, pitch, and proposal system advisors are using to close $10K–$40K tax planning deals—fast.
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Download today to Get How to Close a 5-Figure
Tax Planning Client in 30 Days
Inside, You’ll Discover:
✓ Why your best tax planning clients are already in your existing client list
✓ The exact outreach script to book warm calls this week
✓ How to pitch planning without sounding “salesy”
✓ What to say on the discovery call to lead into a 5-figure proposal
✓ Common objections—and how to overcome them with confidence
✓ The TaxPlanIQ client case study: $40K+ closed in 30 days
✓ How to implement the plan and retain recurring revenue year after year