Integrated Wealth Management & Tax Strategy with Justin Winter

Nuggets:

Most of the tax code is there to help citizens save money by incentivizing behaviors that would benefit our society

Action Steps:

Find experts to partner with who are already providing advanced tax strategies for their clientsindustry conferencesauthorsforumsask business owners for recommendationsBe willing to pay for high-end tax strategy and accounting specialists on your teamBootstrap from a simple system that implements simple, cheap, accessible technologies like Asana, Artable, and basic CRMs to create a client flow.Aim for ~$5-6K annual average customer valueScale to 100 customersRun Facebook ads to a landing page offering this serviceRaise money (approach VCs and offer 20% for $5 million, for example)

Follow through on these action steps and email us your results at [email protected]. You'll get exclusive access to a private Facebook group of action takers and one listener will earn a free mentorship call with our guest, and potentially, a business partnership.

Links:

BoostopiaWealthfrontBettermentHasan Minhaj Patriot Act episode on taxes

Justin Winter exited his prior company after growing to $22 million in annual sales to focus on a new problem. Boostopia is an all-in-one support operations platform that unlocks the power of your support data inside your support ticketing system to transform both your team and customer experience.

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