Working with a 30 year surgeon that switched careers to help other physicians improve their profitabilty and long term net worth, ATPI members will learn the best ways to approach the physician market including access to 200 videos dedicated to physician financial planning and wealth enhancement strategies.
Digital Marketing Funnels
By messaging customers about different types of tax problems, ATPI members can then direct individuals to a number of different video tutorials that educate clients about what can be done to solve their specific tax problem. In this way, the client "self-selects" to a certain area of interest, and once done, are then much more open to "in-person" conversations about solutions.
A comprehensive 30 video training series on helping clients with virtually any type of charitable strategy (including charitable remainder trusts, charitable lead trusts, pooled income funds and private foundations).
Over 100 video series on retirement planning, business succession, buy-sell agreements, estate planning and asset protection to aid advisors in generating interest in a more professional way.
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