Integrated Wealth Management & Tax Strategy with Justin Winter

<p><b><strong>Nuggets:</strong></b></p><ul><li>Most of the tax code is there to help citizens save money by incentivizing behaviors that would benefit our society<p></p> </li></ul><p><b><strong>Action Steps:</strong></b></p><ol> <li>Find experts to partner with who are already providing advanced tax strategies for their clients<ol> <li>industry conferences</li> <li>authors</li> <li>forums</li> <li>ask business owners for recommendations</li> </ol> </li> <li>Be willing to pay for high-end tax strategy and accounting specialists on your team</li> <li>Bootstrap from a simple system that implements simple, cheap, accessible technologies like Asana, Artable, and basic CRMs to create a client flow.</li> <li>Aim for ~$5-6K annual average customer value</li> <li>Scale to 100 customers<ol><li>Run Facebook ads to a landing page offering this service</li></ol> </li> <li>Raise money (approach VCs and offer 20% for $5 million, for example)</li> </ol><p><strong>Follow through on these action steps and email us your results at update@runwithit.fm. You'll get exclusive access to a private Facebook group of action takers and one listener will earn a free mentorship call with our guest, and potentially, a business partnership.</strong></p><p><b><strong>Links:</strong></b></p><ul> <li><a href="https://boostopia.com/">Boostopia</a></li> <li><a href="https://www.wealthfront.com/">Wealthfront</a></li> <li><a href="https://www.betterment.com/">Betterment</a></li> <li><a href="https://www.netflix.com/watch/81240928?trackId=14170289&amp;tctx=0%2C0%2C7a880755-b621-4402-bfb5-cb7795a39340-8736961%2C78ea2a63-d516-4fdf-8ce1-d010e0d828e1_60583449X3XX1595953392866%2C78ea2a63-d516-4fdf-8ce1-d010e0d828e1_ROOT%2C">Hasan Minhaj Patriot Act episode on taxes</a></li> </ul><p><br></p><p><em>Justin Winter exited his prior company after growing to $22 million in annual sales to focus on a new problem. Boostopia is an all-in-one support operations platform that unlocks the power of your support data inside your support ticketing system to transf