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This week’s video breaks traditional rules of financial advisor marketing.  It is long (four minutes). It’s also detailed, and it delivers bad news for wealthy people ,who are going to face much higher taxes in 2021. 

Why are we breaking the rules? Because traditional financial services marketing is not what a an investment, tax, financial planning professional needs in this pivotal moment in financial history.

As a fiduciary, you need facts and analysis not available from CNN, Fox Business News and The Wall Street Journal or local securities sales people. Right now, that's news about tax-planning for individuals who earn more than $400,000 annually, investors who realize capital gains of more than $1 million, and families with multimillion dollar estates.

This is going to be a sweeping tax increase and it is a sharp reversal in tax policy. It will make a dramatic change in some situations as explained in this video, which was was written based on the transcript from Bob Keebler’s April 22 CE class on Advisors4Advisors, "The Time To Plan For The Tax Wave Of 2021 Is Now."

This video can be narrated by you or others in your firm. Or it can be automated and shared under your brand with clients, prospects, and referral sources every week in emails and socially.

You can personalize anything. You can also use the content for search engine optimization (SEO) and in pay per click Google ads. Simply customize our content with your keywords. 

If you are interested in SEO or simply want to be the authoritative source of tax tips for ultra-high net worth and high income earners at this pivotal time in U.S. financial history, please call John Luciano at (888) 274-5755.