1. ROI Placards for your office!
Here are some ideas for displaying a running total of the value you have brought to your tax planning clients.
Having one visible to every client seat in your office will keep tax planning awareness (and referrals) top of mind.
As we always say: “Your clients come to you for the numbers – how will they know how much you’ve saved them if you don’t tell them?”

2. GENERATED FOR OUR CLIENTS WITH PROACTIVE TAX PLANNING:
TOTAL SAVINGS
GENERATED FOR OUR CLIENTS WITH PROACTIVE TAX PLANNING:
$1,234,567
THRU (INSERT DATE).
TALK TO US TODAY ABOUT A TAX PLAN FOR YOU.

3. TALK TO US TODAY ABOUT A TAX PLAN FOR YOU.
OVER
$1,234,567
SAVED.
TALK TO US TODAY ABOUT A TAX PLAN FOR YOU.

4. FOR OUR CLIENTS, THRU (INSERT DATE), WITH PROACTIVE TAX PLANNING:
TAX DOLLARS
RESCUED
FOR OUR CLIENTS, THRU (INSERT DATE), WITH PROACTIVE TAX PLANNING:
$1,234,567
TALK TO US TODAY ABOUT A TAX PLAN FOR YOU.

5. PROACTIVE TAX PLANNING:
AVERAGE
RETURN ON
INVESTMENT
FOR OUR CLIENTS FROM
R.O.I.
PROACTIVE TAX PLANNING:
1,234%
TALK TO US TODAY ABOUT A TAX PLAN FOR YOU.