Leveraging IRS Data for Accelerated Organic Growth in Your Financial Advisory Firm

The financial advisory landscape is evolving rapidly, and advisors who leverage technology to streamline client onboarding, uncover hidden assets, and accelerate organic growth will gain a competitive edge.

As a financial advisor, you know that time-consuming data collection and incomplete client information can slow down onboarding and limit the depth of your financial planning recommendations.

This session will explore how advisors can leverage consent-based IRS data via a financial baseline report to efficiently uncover held-away assets, enhance the quality of financial plans, identify hidden wealth in businesses and trusts, offer a turnkey prospecting solution, and partner effectively with CPAs.

Learning Objectives:

• Understand tax data to identify organic growth opportunities.
• Interpret financial baseline reports effectively.
• Implement methods to obtain consent-based IRS tax data.