WEBINAR: Leveraging IRS Data for Accelerated Organic Growth in Your Financial Advisory Firm

March 12, 2025

In this Equita Inspiring Insights webinar, Kevin Knull, CEO of TaxStatus, shared innovative strategies for financial advisors to achieve organic growth using IRS data.

The webinar focuses on actionable techniques designed to deliver measurable results within a short timeframe, addressing key aspects of financial planning and practice management.

Learning Objectives:

Examine five data-driven strategies to accelerate organic growth in a financial advisory practice
Analyze methods for identifying new business opportunities and held-away assets using IRS data
Evaluate techniques for replicating top clients through targeted referral strategies
Explore approaches for building strategic partnerships with CPAs to expand client base
Assess the implementation of direct-to-consumer prospecting strategies using tax data
Understand how to leverage enhanced data analytics to improve client outcomes and deliver superior financial advice

This webinar provides financial planners with practical tools and insights to stimulate organic growth, create new business opportunities, and enhance their overall practice management strategies. Those who watch the replay will gain valuable knowledge on utilizing IRS data to improve client relationships, expand their client base, and deliver more comprehensive financial planning services.

WATCH REPLAY HERE

About Kevin Knull, CFP®

Kevin Knull, CFP® is the President of TaxStatus, a fintech company revolutionizing financial services with frictionless IRS account monitoring and consent-based access to IRS tax records. He is also the co-founder of Integrated Wealth Platform. With over three decades in the financial services and fintech industries, Kevin has held executive roles at industry-leading firms such as MoneyGuidePro, YCharts, Symetra Investment Management, and Hartford Financial Services. Kevin’s leadership consistently drives growth, exemplified by his pivotal role in guiding MoneyGuidePro through hyper-growth, culminating in its landmark sale to Envestnet. Beyond his corporate achievements, Kevin has lent his expertise to numerous leading financial services firms and fintech organizations as a consultant. He is also the author of Exploring Advice: What You Need to Know About Good Financial Advice, a book that provides financial advisors with a roadmap to success while empowering consumers to evaluate the quality of advice they receive. Kevin is consistently focused on elevating the quality of advice in the financial services industry.

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