Idea and Opportunity Conversation

This is what Start an Idea and Opportunity Conversation was looking for in their logo design

We need a logo design for a new financial planning conversationprocess that creates tax and other planning opportunities that our wealthy clients were unaware of before having an indepth conversation with us. The concept is this. When our clients are aware they have a problem or an opportunity, they reach out to a professional (lawyer, CPA, financial advisor etc.) and that advisor solves their problem and sends them a bill. We call this type of professional the Reactive Expert.

The issue here is that there are many more Ideas and Opportunties that can be uncovered if the client works with a professional that has a questioning process that uncovers Ideas and Opportunities. We call this professional the Proactive Advisor.

We have approximately 100 Ideas and Opportunities (Most of them tax savings related) that we can uncover by being Proactive Advisors. Sometimes the opportunities are tax savings in the millions of dollars.

People sometimes ask "… Read more