Scale smarter. Win affluent clients.
Standard
KEY FEATURES INCLUDED:
- LinkedIn Mastery for Advisors™
- LinkedIn without Ad Spend
- Awareness for Premium & VIP
- Regularly Scheduled Webinars
- Strategy Session With Bill Hall, Founder
- LinkedIn changes daily - Learn Why
Premium
EVERYTHING IN STANDARD, PLUS
- LinkedIn Mastery "Signature"
- 1:1 Mentorship
- Mastermind community
- Execution, not concepts
- Daily Action Plan - Recorded
Managing Director - VIP
EVERYTHING IN PRIMIUM, PLUS:
- Content for all social medial
- Quick start community
- Advanced tax reduction strategies
- Gain instant credibility
- Multiple websites, lead captures, etc.
- Portal dashboard for quick set-up
- To many features & benefits see below
Standard
Premium
VIP
features, Products, and Services
Strategy Sessions
Limited to 1 Session
unlimited by appointment
Cell Phone Access
Weekly Webinars with Q & A Support
Monday Webinars with Q & A
Mon. & tues. Webinars with Q & A
Mon, Tues, Wed, & Thursdays
Tax reduction Strategy Sessions
Sales Support and Mentorship
Digital marketing Tools
Multiple landing pages - Lead Capture
Social Media Copy ready
Multiple Videos
Newsletters (Tax reduction & CPA attraction)
Blogs (Tax reduction & CPA attraction)
CPA attraction - Advisory, not referral Based
Custom Websites by WCH Design
Custom Design & Layout
Compliance
Seamless Broker-Dealer Integration
FINRA, SEC Compliance Assist Software
Partner With Our Team — Advisors, CPAs & Attorneys Collaborating on Advanced Tax Cases.
William (Bill) Hall III, founder and seasoned advisor with 40+ years of experience, helps business owners and affluent families reduce taxes, protect wealth, and build lasting legacies. A mentor to CPAs and financial advisors nationwide, Bill partners with leading tax professionals to design advanced strategies that deliver real results. he and his wife, Tracie, share a passion for philanthropy and family. Bill is also a partner at Brookwood Investment Group, a $1.1B RIA firm.
William C. (Bill) Hall III
Disclaimer: This material is provided for informational purposes only and does not constitute an offer, solicitation, or recommendation to purchase or sell any financial, tax, legal, or insurance products or services. Nothing herein should be construed as professional advice or a guarantee of specific outcomes. Any decisions based on this information should be made only after consulting with qualified legal, tax, and financial professionals. We assume no liability for any reliance on the information provided.
Quick links
© SaaS & Tech Startup by codeinsolutions. All Right Reserved 2024.