your business matters
TRANSCRIPT
Take Control
Problem #1
The world of tax preparation has changeddramatically in the last 20 years.
But, your clients problems aren’tall solved by April 15th.
This fast paced world isfull of people trying todirect your clients fortheir own gain!
Problem #2
Intentionally self-serving or ignorantly well meaning,your clients end up being the ones who suffer.
To survive in business youneed to increase revenuesand decrease expenses.
You have to work smarter.
At the same time, you must
Problem #3
At the same time, you mustmaintain your core taxbusiness.
But how?
Your clients want you to take control!
They trust you.
68% polled want you to solve their insurance needs.
83% polled want your help with their 401k and mortgage.
84% polled want you to help them with their will/trust.
They don’t know where to turn, whatto do, or who they can really trust.
They really just wantThey really just wantyou to help them.
Your Business Matters, Inc. has created arevolutionary financial services solution designed to
convert a small tax and accounting office into acomprehensive financial planning service provider.
YBM solves operational problems:
•Automated tax appointment calendar•Automated appointment reminder emails,office directions, and “what to bring” lists
And more…
YBM enhances client services:
•Personal Balance Sheet•Annual Personal Tax Plan•Annual Personal Tax Plan
YBM also provides you:
•Marketing manual(building your business)
•Human Resources manual(building your team)(building your team)
•Operations manual(building your systems)
Join us by becoming anAffiliate Planner ofYour Business Matters, Inc.
For IssuesThat Don’t RequireFor IssuesThat Don’t RequireThe High Price Of An Attorney
Proud to provide professional, affordable legaldocument preparation services.
• Revocable Living Trusts / Wills• Incorporations and Entity formations• Powers of Attorney• Divorce/Legal Separation and Annulments• Divorce/Legal Separation and Annulments• Bankruptcy• Landlord-tenant / Unlawful Detainer• And more…
How It Works
• You have access to training in YLM’s expert system.
• You interview your client, complete Needs Worksheetand submit to YLM.
• YLM’s Legal Staff prepares and returns appropriate• YLM’s Legal Staff prepares and returns appropriatelegal documents ready for signature and action.
• You get paid.
Why It Works• Cost Effective – Documents are prepared by a
qualified attorney for a fraction of the price.
• Quality – The legal work and end product are finishedwith a higher degree of confidence and accuracy thanany current online solution.any current online solution.
• Speed – Documents are returned to you within 7 to10 business days.
Your Protection SolutionYour Protection Solution
• You are already a part ofyour clients’ life, so helpthem protect it.
• As an Affiliate Planner, youcan help your clients withhomeowners, auto, healthand life insurance.and life insurance.
• These are services theyalready need and currentlypay for. Now they canreceive it from someonethey already trust – YOU.
How It Works
• You have access to training in YIM’s expert system.
• You complete the Needs Worksheet and submit to aCalifornia Licensed Insurance Broker at YIM.
• YIM prepares and returns insurance solutions ready for• YIM prepares and returns insurance solutions ready forclient approval.
• Client applies for coverage.
• You get paid.
Why It Works• Your clients get all their insurance needs handled
from the professional they trust – YOU.
• You have access to the most competitive insuranceproducts on the market.
• You have ongoing residual income.
More is BetterMore is Better
Your clients are looking for answers.
They work hard to build their financial future but, they needguidance when it comes to:
• Retirement planning• Education planning• Mortgage disposition• Asset management• Asset management
Most importantly, they need someone who has their bestinterests in mind – YOU.
How It Works• You have access to training in YSM’s expert system.
• You complete the Needs Worksheet and help clientsidentify where they are, where they want to be, andthe best path to get there.
• After submitting the Worksheet to YSM’s Certified• After submitting the Worksheet to YSM’s CertifiedFinancial Planner, YSM prepares and returns financialsolutions ready for client approval.
• Client completes requisite action plan.
• You get paid.
Why It Works
• Maximize your client’s return, whileminimizing risk according to their risk profile.
• Better management of their debt, speedingclient’s progress to financial independence.client’s progress to financial independence.
• You have ongoing residual income.
Your Tax Practice
Utilize our system to build revenue in your business whileproviding additional value to your client.
Your Business Matters. Take Control.
www.yourbusinessmattersinc.com949-766-0209