Mark Kohler, a CPA and attorney, presents Main Street Tax Pros, a certification program for financial advisors. The program teaches advisors to create tax plans, charge separately for them, and become the client's main point person, helping them attract more revenue and stand out from competitors.
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Are you a financial advisor? A cfp? An ria? I have a strategy that will blow your mind. A way for you to make more money and get in front of more clients. Hear me out. I'm a cpa, an attorney, and I've been in the tax and legal industry for 20 years. And I know your pain. I worked with so many financial advisors to bring about success for our clients, but I know what you're going through. Are you sick and tired of accountants blowing up the plans you're proposing? Are you frustrated with your cash flow, waiting for the next plan to close, even though you may have assets under management? And are you tired of the constant struggle of trying to get in front of new clients and relying on other professionals to maybe bring their clients to you? Well, here is the solution. Become your own certified tax advisor. Now, I know that may sound crazy, but I have a program training advisors, enrolled agents, CPAs, lawyers, and other financial planners on how to become their own certified tax advisor and get in front of clients and take control of the shift. Now, becoming a certified tax advisor is not as hard as it sounds. My Main street tax pros that I've been building for two years is a community. And I have the classes and the quizzes and the ongoing trainings every week in the community to not only network and get other clients, but to level up so that you know how to take a client through an advisory consultation and tackle their tax plan. This will allow you to make more money charging for a tax plan and then enveloping all of your services together in one and being the point man for your client, not relying on their accountant. And at the very least, it'll level you up. It'll give you a certification to set you apart from other financial advisors. And inevitably, this is going to make you more money and get more clients in front of you. Please schedule a discovery call or a demo. What do you have to lose? Just find out what this program is about. It could truly change your 2025 and the rest of your career.
