The demand for tax planning from business owners and entrepreneurs has far outstripped the abilities of the financial services industry to solve the growing problem... -Dave Crowley
ALLEN, TX, September 28, 2016 /24-7PressRelease/ -- Dave Crowley the President and Chief Strategy Officer said "The demand for tax planning from business owners and entrepreneurs has far outstripped the abilities of the financial services industry to solve the growing problem. Also most "advisors" are just product sales people, so we thought the time was right to share what we have learned over the last several years providing these services to our clients."
The Fall Conference will launch some exciting new Partner Program benefits, including a cutting edge marketing platform and a system called Advisor Architect that helps advisors transform their practice in to a profit focused business with strategic direction.
Ed Lyon, Chief Tax Strategist, says "The increasing regulations enacted by the Department of Labor and the downward pressure on fees and commissions from technology companies has made it necessary for financial advisors to rethink their business paradigm. Focusing on a long term, fiduciary based, business model is where the industry will have to go to be competitive well into the future. The popularity of the conference shows that the tide is turning away from product sales and towards service, we are excited to be a catalyst." Ed Lyon will be a keynote presenter at the conference.
Financial Gravity's Partner Program is a group of successful advisors who take advantage of Financial Gravity's unique tax reduction processes which enable them to help their clients build a sustainable business model.
The Conference will be held at the DFW Lakes Hilton Resort in Grapevine, Texas on October 13-14. For more information and to register, please visit http://financialgravitysystem.com/ctm-registration
About Financial Gravity Holdings
Financial Gravity Holdings, Inc., based in Allen, TX was formed specifically to be the parent company of several subsidiaries that provide integrated tax, business, and financial solutions. Financial Gravity's clients include small businesses, small business owners, and high net-worth individuals. Financial Gravity's services are focused on helping its clients' personal and professional goals, while building wealth, most often with potential tax savings, lowering costs, and improving efficiency. For more details, please visit www.financialgravity.com.
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Jennifer Sanford
Financial Gravity Holdings, Inc.
Allen, Texas USA
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