Tag: Practice Growth

Why Gateway Financial Partners Calls Wealth.com the Best Piece of Technology to Enhance the Client Experience

 

David Wood, Founder and Chief Visionary Officer of Gateway Financial Partners, saw a gap the industry doesn’t talk about enough: referrals to estate planning attorneys mostly go out the door and never come back. As an early adopter of Wealth.com, David found a way to close that gap, using it to enhance the client experience while reaching the next generation of assets behind the money. The stakes became real for one advisor a month ago: she helped a client complete a durable power of attorney through Wealth.com, and twenty-four hours later, that client passed away. For David, it’s the clearest proof of why he calls it one of the best pieces of technology in the industry, not just for the client experience today, but for capturing the next generation of assets tomorrow.

How Gateway Financial Partners Turned a Single Meeting Into a Multi-Generation Estate Plan

 

Andrew Aubrey, Financial Advisor at Gateway Financial Partners, kept hearing the same answer when he asked clients about wills and trusts: no, because an attorney costs thousands of dollars and takes forever. With Wealth.com, that objection disappears. A husband and wife with zero estate documents sat down with Andrew at 6pm and had everything done by 6:30. When they came back to sign, they brought their son, who left with his own power of attorney, health care proxy, and will in under five minutes. One conversation turned into a plan for multiple generations. For Andrew, it’s become an easy way to open the estate planning conversation with every client — “Do you have a will?” — and an easy revenue stream for advisors who haven’t started asking yet.

How Gateway Financial Partners Turned Estate Planning Into a Built-In Differentiator

 

Derek Mazzarella, CFP at Gateway Financial Partners, kept hitting the same wall: clients referred out for a will would put it off indefinitely. With Wealth.com, that referral becomes a scheduled meeting he manages start to finish, so nothing falls through the cracks. Keeping the process in-house also means Derek stays in every conversation — what clients are really worried about, how they want assets passed on, who matters most to them — visibility he’d lose by handing clients off to an outside attorney. In an industry facing constant fee compression, that’s become a real differentiator, backed by a chatbot that gets him quick answers instead of hold time on an 800 number. The result: clients who’d put off an estate plan for years are finally getting it done.

How Gateway Financial Partners Turned Estate Planning Into a Fiduciary Standard

 

Mike Rickett, Financial Advisor and Financial Planner at Gateway Financial Partners, kept running into the same gap: most clients either had no estate planning documents or documents that were years out of date. With Wealth.com, that gap closes inside the financial planning process itself — a single guided onboarding workflow that captures each client’s objectives and concerns and turns them into customized documents, without pulling in another party or another meeting. Mike has since made it mandatory for every new client relationship: no estate plan means he isn’t doing his job as a fiduciary. He speaks from experience — having once needed a medical directive or power of attorney that wasn’t in place — and now tells every client the same thing: being able to act with confidence in a crisis isn’t something you can put a price on.

How Merit Financial Advisors Turned Estate Planning Into a Multigenerational Growth Strategy

 

Blaine Malcolm, Partner and Wealth Manager at Merit Financial Advisors, had spent years watching estate planning stall. Clients knew they needed documents, but never got them done. With Wealth.com, what once took multiple meetings and hours of conversation now happens in a single ninety-minute session. More importantly, Blaine found an unexpected growth lever: by helping clients gift estate planning to their adult children, he’s now building relationships with the next generation before the wealth transfer happens — and earning calls on Christmas Day to prove it.

Wealth.com and AcquireUp Partner to Turn Estate Planning Seminars Into a Scalable Growth Engine for Advisors

PHOENIX, Ariz., and TROY, Mich. — May 20, 2026 — Wealth.com, the industry’s leading estate and tax planning platform, today announced a strategic partnership with AcquireUp, a technology-first seminar marketing company for financial professionals. The partnership is designed to help financial advisory firms grow through estate planning-led seminars that drive stronger engagement, higher conversion and more durable client relationships. As part of the engagement, advisors who leverage AcquireUp’s Estate Planning seminar campaign package will receive access to Wealth.com, enabling immediate implementation. Together, Wealth.com and AcquireUp will provide advisors with dedicated seminar content, presentation materials, marketing enablement and acquisition strategy, offering a more integrated approach to turning seminar events into client relationships.

Seminars remain one of the most effective ways for advisors to build trust with qualified prospects and achieve reliable organic growth at scale. This is supported by AcquireUp’s 2026 Industry Index, which finds educational and meal-based seminars account for 25% of benchmark production. Estate planning has emerged as a leading entry point for these conversations, offering a subject that is both broadly relevant and personally meaningful across the net worth spectrum.

As $124 trillion is expected to transfer between generations in the coming decades, advisors are also placing greater emphasis on engaging the next generation of clients earlier. Estate planning provides a natural way to initiate those relationships, creating continuity across generations and expanding the scope of the advisor-client relationship over time. This partnership reflects that shift, aligning client acquisition with planning and delivery in a single, coordinated approach.

“Advisors are looking for more effective ways to differentiate and create meaningful client conversations, but too often those conversations don’t translate into action,” said Tim White, Co-Founder and Chief Growth Officer at Wealth.com. “Estate planning is one of the few areas of planning that resonates with nearly every client and naturally leads to deeper client relationships. This partnership gives advisors a proven framework to not only lead with estate planning, but to deliver on it consistently and turn that engagement into long-term client relationships.”

AcquireUp brings significant scale and experience to the partnership, having worked with more than 9,500 financial professionals, facilitated more than 160,000 seminars and engaged over 3.7 million prospects. Based on AcquireUp’s proprietary seminar data, advisors who lead estate planning seminars and leverage Wealth.com’s platform see a $21,000 revenue advantage per campaign, a new revenue stream through estate documents, and a 33% increase in advisory clients.

“We’ve seen firsthand that the right seminar content drives real results,” said Greg Bogich, Chief Executive Officer at AcquireUp. “This partnership equips advisors with content that performs and a proven approach to lead with estate planning and engage the next generation of clients in a more structured and effective way. Ultimately driving strong return on investment and reliable organic growth.”

To learn more, Wealth.com and AcquireUp hosted a webinar on June 3, 2026 to demonstrate how advisors can implement estate planning-led seminars and integrate planning into their growth strategy. Watch the replay here.

 

 

About Wealth.com

Wealth.com is the industry’s leading estate and tax planning platform, empowering thousands of wealth management firms to modernize how planning guidance is delivered to clients. Purpose-built for financial institutions, Wealth.com is the only tech-led, end-to-end platform that enables firms to scale estate and tax planning with efficiency, consistency and measurable client impact.

Trusted by some of the largest names in finance, Wealth.com combines proprietary AI, enterprise-grade security, and deep legal and tax expertise to support the full spectrum of client needs—from foundational estate plans to advanced estate and tax analysis and reporting. With the introduction of Wealth.com Tax Planning, firms can deliver more integrated, proactive planning through a single platform. Wealth.com has been widely recognized for innovation and leadership, earning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, as well as the #1 estate planning market share in the 2025 Kitces AdvisorTech Study.

 

About AcquireUp

AcquireUp is a data-driven seminar marketing services company dedicated to helping growth-minded financial professionals attract, connect with and engage high-quality leads. Based in both Troy, Mich. and Tampa, Fla., AcquireUp’s core services include lead-generating seminars and client engagement solutions, all supported by a comprehensive technology platform that provides audience transparency and streamlines campaign management. Backed by deep experience, AcquireUp offers proven seminars on topics such as Estate Planning, Social Security, Taxes in Retirement, College Planning and Medicare. By removing the stress of marketing, AcquireUp enables over 2,800 advisors annually to focus on what they do best – building meaningful client relationships. For more information, visit acquireup.com.

Tax Planning for Financial Advisors: How to Market Your Services for Growth

First, the good news: Almost half of all advisory firms now offer tax planning services.

The bad news: Most firms still struggle to articulate the value of those services in a way that’s compelling to clients and attractive to prospects.

The problem isn’t in the services themselves. Both financial advisors and their clients see value in proactive tax planning as part of a comprehensive client experience. The problem is the way firms deliver their message.

This article will give you a practical communication framework so you can effectively market your tax planning services and use tax as a growth lever in your business.

 

Demand for Tax Planning is Clear, but Messaging Isn’t

According to Cerulli, there’s no question about client demand for tax planning from their advisory team. While roughly 47% of advisors offer tax planning, almost 70% of affluent investors want their advisor to offer services that help reduce their tax bill.

It’s no wonder: For a high-net-worth client, taxes are often their single largest ongoing expense. This opportunity is growing  and it extends across every generation of clients you serve. 

The current gap, however, is that most firms don’t have a clear advisor value proposition tied to tax planning. Firms have had years of practice to explain why their investment process is unique and how financial planning contributes to their client experience, but tax planning has still occupied a space on the sideline.

And when a business doesn’t have a consistent way to talk about a service, what do they do? They wing it. And when that happens, they not only miss out on opportunities to attract and convert new business, but they also put themselves in line for compliance risk.

 

How to Compliantly Market Tax Planning Services

As with marketing other services you offer, like investment management, the best way to market tax planning services is to focus on strategy, not performance.

There’s a line every firm needs to walk between creating client education on tax planning and publishing content that could be taken as prescriptive advice. It’s critical for firms to draw that line clearly. 

Here are three practical ways you can market tax planning effectively, without conflicting with compliance guardrails:

  1. Know your firm’s specific policies before publishing any tax-related content. In December 2025 the SEC published a Risk Alert that made it clear marketing compliance is an examination priority. While all firms operate under the same rule set, different compliance officers have different comfort levels and interpretations. Start here.
  2. Defer specific tax determinations to a qualified tax professional. This doesn’t mean you can’t leverage case studies or testimonials. It does mean, however, that you should cite disclosures appropriately and use this as an opportunity to prompt prospects to meet with you for their personalized analysis. And when that comes, whether it’s a CPA on your team or an accounting firm you work with, put the right person in the room. 
  3. Lead with strategy, not promises about outcomes. This mindset should be ingrained in every advisor by now, but it still bears repeating. It’s as simple as saying “We help you understand what’s happening with taxes” instead of making a claim like “We’ll reduce your tax bill.”

With the compliance framework in place, you can move on to building a compelling message.

 

How to Create a Value-Based Message for Tax Planning

If you want your firm to win business with tax planning, you have to create a message that is proactive and consistent. Describing tax planning reactively or only when clients ask for it won’t contribute to your growth.

Great messaging comes down to speaking with specificity about what you do, who you serve, and how they benefit from your services.

Here’s how that framework translates to a strong tax planning value message.

  • What you do: Name the specific services you offer and discuss the benefits that clients get from what you do. You may nod to tax-loss harvesting, Roth conversion analysis, distribution sequencing, and even the integration of estate plan coordination with tax analysis. Whatever you describe, be specific and write in plain language that your least financially savvy client would immediately understand.
  • Why it matters: Translate your services into compliant client outcomes. This is the most important piece of winning messaging. If you stop at describing what you do and not why it matters, you won’t move prospective clients to take action.
  • When you do it: Most clients think of taxes as a once-a-year event. The reality is that tax planning is a year-round process. It influences day-to-day decisions and is influenced by those daily activities. Framing your tax services as a consistent, constant part of your value can differentiate your firm from advisors who approach it as a one-time event.

The three-part framework described above can help you create a communication strategy around your tax planning services that connects with real client needs.

 

Make Tax Planning Scalable with Client Education

A tax message only creates value if it reaches clients consistently. By creating content that puts your firm in front of prospects and clients more often, you increase your chances of strong organic growth.

The following lightweight framework can’t replace a comprehensive marketing strategy for your firm, but it does give you a guide for how to turn tax content into repeatable client touchpoints.

Here are several scalable content formats you can leverage:

  • Quarterly tax updates tied to real events: Send a brief, timely communication connected to real events such as a provision from the OBBBA or a deadline your clients need to know is coming. The key word is brief. This is a targeted communication that shows you are watching the tax landscape on your clients’ behalf and that proactive planning is how you work.
  • Use your client portal as a communication channel: Most advisors underutilize the most direct line they have to clients. A secure client portal gives you the ability to push timely, relevant information to all clients simultaneously. Use it to share tax planning summaries after key meetings, flag emerging opportunities between reviews, or deliver a brief year-end planning checklist.
  • Tax content on your blog to build credibility. A well-maintained blog is one of the most efficient client education tools available to advisors. A short, well-written post on Roth conversion timing, tax-efficient withdrawal sequencing, or what major legislative changes like the OBBBA mean for a specific client profile does two things simultaneously: it reinforces your expertise with existing clients and creates a searchable, shareable record of your thinking for prospective clients doing their research. You can also supplement your blog by sharing expert-led discussions from resources like The Practical Planner Podcast, which covers advanced tax and estate strategies in plain English.

 

Quick Start Guide

  • Audit Your Collateral: Review your website and pitch decks. Replace any “we’ll reduce your tax bill” promises with “we’ll help you understand and optimize your tax strategy” to stay compliant.
  • Create a “Tax Alpha” One-Pager: Develop a simple PDF that lists the specific tax strategies you offer (e.g., Roth conversions, tax-loss harvesting, OBBBA-driven changes) and the “Why it Matters” for each.
  • Segment Your Outreach: Don’t send the same tax update to everyone. Create different versions of your blog or email updates for Retirees (focus on RMDs) versus Business Owners (focus on liquidity and entity planning).
  • Schedule a “CPA Sync”: Proactively reach out to your clients’ tax professionals. Aligning on strategy early in the year prevents “surprises” in April and reinforces your role as the lead strategist.
  • Automate Data Collection: Stop “chasing” tax returns. Use a tool to securely ingest Form 1040s or W-2s so you can spend your time on strategy rather than data entry.

 

The Wealth.com Tax Planning Experience

The missing link in tax marketing is often the delivery. While you can talk about a year-round process, Wealth.com provides the technology to actually show it.

  • Look Back, Look Forward: Wealth.com doesn’t just summarize past returns; it generates Baseline Reports that recalculate historical data against future tax rates, helping you model “what-if” scenarios instantly.
  • The “Ester” Advantage: Use Wealth.com’s AI legal assistant, Ester, to extract and visualize data from complex documents, turning a PDF into an actionable client conversation in minutes.
  • Integrated Workflow: Connect your tax strategies directly to your client’s estate plan to show the “Roth Ripple Effect”—the compounding benefit of tax-free growth for future generations.

The advisors who do this well are not creating more work for themselves. They are turning their tax planning expertise into a structured and repeatable communication system  that drives measurable growth over time.

That systematic approach to work is exactly what your technology should support. Wealth.com gives you a platform to connect estate and tax planning conversations to the broader client relationship, so the touchpoints described in this article become part of an integrated workflow, not a separate effort layered on top of an already full practice.

To learn how Wealth.com integrates estate and tax planning into a unified experience, visit wealth.com/tax.

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