Are you joining us live on Monday?

Bring on AUM in Large Chunks

Get CPA’s to promote your practice to their clients every single week?

Sound too good to be true?

That’s because most of the marketing in the financial services / RIA industry that promises to get you relationships with CPA’s requires you to either convince them to get licenses so they can share fees with you, or play a massive numbers game and spend months and months dripping on those CPA’s so that you finally wear down their resistance to sending you referrals.

Do either of those strategies work? Sure, if you want to spend all that time and effort in the hopes that one day it will pay off.

What if there were a better way?

What if you didn’t need them to get licensed, and you didn’t need to ask them for referrals (which most don’t give out anyway)?

What if you could help CPAs grow their practices, get referrals from their clients, and bring in new business, all while taking you along for the ride?

What if you could get them to promote YOUR practice to THEIR clients, every single week?

Sound too good to be true?

My marketing partner and I are having a virtual training where we will show exactly how other advisors in our AUM Academy program are accomplishing this, and a whole lot more.

You will learn:

How to Attract High Net Worth Clients,

Bring on new AUM in Large Chunks,

& Get CPA’s to promote your practice to their clients every single week!

Register to attend live and discover:

How to Attract High Net Worth Clients Using an Advanced Tax & Asset Protection Strategy - without having to be a tax expert.

How to generate new leads and cases in the first 30 days by copying and pasting one simple email.

​How to get Accountants to promote your practice to their clients every week.

​How to add a new service to your practice and generate a new stream of revenue.

Click the link, fill out the form and register to attend our virtual training - we will be giving away a 3 night, 4 day hotel stay at a 5 star resort to one lucky winner who attends live!

Make sure you enter your correct email and cell phone number so we can get you your vacation if you win.

Register HERE now and we will see you on the training.

Date: Monday, April 7th, 2025
Time: 2-3:30PM Eastern Time
Place: Zoom - you will get the link to attend after you register.

Register HERE now and we will see you on the training.

Best,
Seth Greene