About Exemplar Tax Marketing

Exemplar Tax Marketing is a Prospecting and Closing tool for advisors of every kind!

It delivers a professional tax preparation service designed specifically for Financial Advisors.

The Exemplar Tax Marketing service incorporates the financial services industry's most effective sales and lead generation techniques and it provides you all of the marketing materials (Customizable to your own business) that you will need to grow your new Business prospects and opportunities in an exponential manner. At the same time the Tax What-if services (also provided) will help an Advisor increase his/her closing ratio to place them into the top tier of the industry! All of this marketing value is packaged together with the provision of professional of tax services, based upon processes, procedures, and best practices, developed over 25 years of industry experience.

The Exemplar Tax Marketing services are easy to use for any financial advisor (it is designed for your staff to do the clerical work, our network of tax professionals to do the tax work, and for you to do the financial products selling) and the Exemplar Tax Marketing Office services are now all 100% delivered directly to the offices of any eligible financial advisory practice via a "state of the art" secure and compliant private IT Network. No special hardware is needed and No software needs to be install locally on your computers. Simply sign a Exemplar Tax Marketing services subscription and your existing financial advisory practice can also now immediately begin to provide professional tax services to your clients and your new prospects.