A 16-week, white-glove experience that takes you through the complete acquisition of a real HNW or UHNW client.
Master the top 12 strategies that consistently win business from HNW families and learn exactly how to position them to prospects.
Once you've got a meeting set, one of our Certified Tax Planners will be right beside you to provide the authority and expertise that help you win your prospect's trust.
Sixteen 30-minute personalized coaching sessions with one or more members of our tax planning team to help you identify and book meetings with wealthy prospects.
For the wealthy, nothing inspires confidence more than an advisor with a strong team, and we give you access to our pool of best-in-class vendors who excel at execution.
Our team works with you to create an integrated tax + financial plan for your chosen prospect that is completely tailored to their unique needs and desires.
Worried about forgetting something important? Never miss a thing with our complete archive of training videos, cheat sheets, proven scripts, and much more.
Our proven process has helped dozens of advisors repeatedly land multi-million dollar clients.
Build the knowledge to speak confidently about tax strategy with our fast-track training system of live sessions, video lessons, and cheat sheets.
Evaluate your current network and book of business with our Certified Tax Planners to identify top prospects who would benefit from tax planning.
Gain the trust of your new prospect on joint calls with our team as you leverage our expertise to effectively position the strategies.
Finalize the deal with your new HNW client as we help you overcome any remaining objections raised by the client or his team.
Take your new client through the step-by-step process of implementing their chosen strategies with our team of vetted vendors and see the magic of tax planning first-hand.
Six months of membership to our exclusive community of high-achieving advisors. Level up with live case studies and get challenged and motivated as your peers share ideas, struggles, and victories on biweekly calls. Consistently hailed as one of the best parts of the program.
...this is the opportunity you don't want to miss.
TWI's Master Advisor Program
The Tax Strategy Masterclass
Weekly One-On-One Calls
Custom Tax Plans
Joint Calls with Prospect
Implementation with Vendors
BONUS: TWI Mastermind Group