Special Early Bird Pricing Expires In
SUPER EARLY BIRD TICKETS EXPIRE SOON!
Drive More Conversations, Improve Your Close Ratio & Maximize Your Perceived Value
Live & In Person in West Palm Beach, Florida
2pm September 25th to 1pm September 27th
Attend the next Excel Empire Mastermind
The Excel Empire Mastermind is designed for tax professionals, financial advisors, insurance agents, and real estate agents who want to level up their businesses.
This two-day live event brings together leading tax planning, exit strategy, and asset protection experts to equip you with actionable strategies, insider knowledge, and a network of peers and professionals dedicated to realizing substantial business exits.
Special Early Bird Pricing! Secure your spot NOW for just:
$997 $197
Registration closes in:
Drive More Conversations, Improve Your Close Ratio & Maximize Your Perceived Value
Live & In Person in West Palm Beach, Florida
2pm September 25th to 1pm September 27th
Looking to take your practice Or Agency to the next level?
Attend the next Excel Empire Mastermind!
The Excel Empire Mastermind was designed for tax professionals, financial advisors, insurance agents, and real estate agents who want to trade ideas and best practices with the best in the business.
This Two-Day Live Event brings together leading tax planning, insurance, exit strategy, asset protection and marketing experts to equip you with actionable strategies, insider knowledge, and a network of peers and professionals dedicated to helping you GROW your business FAST.
Special Pricing! Secure your spot NOW for just:
Normally $497 $97
Registration closes in:
Registration is closed!
Who This Is For...
Insurance Agents who want to increase the number of conversations they're having and dramatically increase their close ratio
Financial Advisors who want to learn how these strategies can help them bring even more value to their clients
Real Estate Agents who want to truly differentiate themselves for their residential and commercial investors
Who This Is For...
Insurance agents who want to increase the number of conversations they're having and dramatically increase their close ratio
Financial advisors who want to learn how these strategies can help them bring even more value to their clients
Real Estate agents who want to truly differentiate themselves to their residential and commercial investors
What You Will Learn...
Imagine if you had the power to not only predict your client's financial future but to sculpt it, ensuring their wealth not only grows but does so in a way that’s profoundly tax-efficient. And what if, by doing so, product sales like tax plans, insurance policies and annuities happened effortlessly?
You’re not just any advisor; you’re the one they remember, the one they can’t afford to lose. How? Because you asked the magic questions that unlocked value they didn’t even know existed.
Welcome to the Excel Empire Mastermind, where elite professionals like you transform their businesses by brainstorming these questions, and more, with their peers.
At the Excel Empire Mastermind, you gain access to powerful scripts that turn prospects into lifelong clients, strategies to motivate immediate action, and the secrets to delivering bad news about taxes in a way that actually makes your clients thankful.
Whether it’s exit planning that saves millions, Roth IRA strategies for six-figure savings, or a three-step referral system that multiplies success...
...this Mastermind will provide you the tools that set you apart from those merely pushing products. You'll learn how to position yourself as a proactive planner - as a luxury service provider in a crowded market thirsty for real value.
And with Excel Empire’s suite of tools and resources, you’re not alone. Join a community of elite professionals armed with decades of tax-saving strategies, ready to take your business to new heights.
Are you ready to become the indispensable advisor, the one who offers more than advice, but a roadmap to financial freedom? Join us. Experience the Excel Empire Mastermind and take your business to the next level.
The "magic question" that almost guarantees you'll open a discussion about how you can bring value to a business owner's bottom line
The #1 tax mistake that costs family business owners billions every year
How to explain the tax system so simple that a fifth-grader could understand it and why CPAs are not Tax Planners by training
How to deliver bad news about taxes and have your client thank you for it
How to motivate clients to act now to avoid taxes decades down the road
The first question to ask any business owner (that he won't be able to answer)
Pros and cons of qualified retirement plans - how to choose the right one for your clients, and when to avoid them entirely
Exit planning strategies that can save millions in taxes when selling a business
Roth IRA conversion strategies to save top clients six figures or more
A three-step referral system to multiply your success with new clients
Organic and paid marketing strategies to jump start your production
What You Will Learn...
The "magic question" that almost guarantees you'll open a discussion about how you can bring value to a business owner's bottom line
The #1 tax mistake that costs family business owners billions every year
How to explain the tax system so simple that a fifth-grader could understand it and why CPAs are not Tax Planners by training
How to deliver bad news about taxes and have your client thank you for it
How to motivate clients to act now to avoid taxes decades down the road
The first question to ask any business owner (that he won't be able to answer)
Pros and cons of qualified retirement plans - how to choose the right one for your clients, and when to avoid them entirely
Exit planning strategies that can save millions in taxes when selling a business
Roth IRA conversion strategies to save top clients six figures or more
A three-step referral system to multiply your success with new clients
Organic and paid marketing strategies to jump start your production
Imagine...
Imagine if you had the power to not only predict your client's financial future but to sculpt it, ensuring their wealth not only grows but does so in a way that’s profoundly tax-efficient. And what if, by doing so, product sales like tax plans, insurance policies and annuities happened effortlessly?
You’re not just any advisor; you’re the one they remember, the one they can’t afford to lose. How? Because you asked the magic questions that unlocked value they didn’t even know existed.
Welcome to the Excel Empire Mastermind, where elite professionals like you transform their businesses by brainstorming these questions, and more, with their peers.
At the Excel Empire Mastermind, you gain access to powerful scripts that turn prospects into lifelong clients, strategies to motivate immediate action, and the secrets to delivering bad news about taxes in a way that actually makes your clients thankful.
Whether it’s exit planning that saves millions, Roth IRA strategies for six-figure savings, or a three-step referral system that multiplies success...
...this Mastermind will provide you the tools that set you apart from those merely pushing products. You'll learn how to position yourself as a proactive planner - as a luxury service provider in a crowded market thirsty for real value.
And with Excel Empire’s suite of tools and resources, you’re not alone. Join a community of elite professionals armed with decades of tax-saving strategies, ready to take your business to new heights.
Are you ready to become the indispensable advisor, the one who offers more than advice, but a roadmap to financial freedom? Join us. Experience the Excel Empire Mastermind and take your business to the next level.
What others say about the Excel Empire Mastermind
What others say about the Excel Empire Mastermind
Facilitators Include:
Edward A. Lyon
Ed has written nearly a dozen books on taxes and tax planning. He writes two weekly tax columns for over 100,000 tax professionals and their clients, making him one of the most widely-read tax strategist in the country.
He’s appeared on over 500 television and radio broadcasts, including CNN, Fox News, MSNBC, and CNBC.
Ed has nearly three decades of experience in the tax and financial services industries, where he focuses on helping business owners take advantage of the tax code’s legal, moral, and ethical strategies to pay less in taxes. He currently serves as Chief Tax Planner for Excel Empire.
Ed earned his Bachelor’s from Hamilton College and his JD from the University of Cincinnati College of Law, where he served as Executive Editor of the
University of Cincinnati Law Review.
.
Ruth Benjamin
The “Guardian Angel” of 1031 Exchanges, Ruth has been immersed in the world of capital gains tax strategies for more than 30 years. She ran the 1031 Exchange divisions for two of the major national title companies before taking up her role at Financial Tax Strategies, where she works with clients to implement a variety of advanced capital gains tax deferral and mitigation strategies. With tens of thousands of transactions under her belt, Ruth is a wealth of knowledge and has produced thousands of hours of educational material over the years.
Greg Pearson
Greg is the president of Trawick Financial Services, an Insurance Marketing Organization founded in 1992 with more than two thousand clients. He graduated top of his class at the Ohio Christian University and is registered as a Certified Tax and Business Advisor for Excel Empire.
Matt Nye
Matt Nye specializes in connecting financial advisors and tax planning professionals with their ideal clients. With more than 30 years of experience in the technology and finance, he prides himself on staying abreast of the latest technologies and trends to deliver maximum value to his clients.
Matt excels in branding, messaging, copywriting, funnel design, ad creative and media buying. His approach is rooted in a deep understanding of both the technological landscape and the financial sector, enabling him to craft compelling narratives and strategies that resonate with audiences and deliver measurable outcomes.
Chris Sioco
Chris is one of the Co-Founders of Tax Robot, America’s leading R and D software platform. Tax Robot is used by some of the largest firm’s in the country to help business owner’s conduct R and D studies. Chris combines his background as an engineer with his experience working for one of the largest tax credit firms in the US to help small and medium sized businesses avail themselves of the R&D tax credit.
Facilitators Include:
Edward A. Lyon
Ed has written nearly a dozen books on taxes and tax planning. He writes two weekly tax columns for over 100,000 tax professionals and their clients, making him one of the most widely-read tax strategist in the country.
He’s appeared on over 500 television and radio broadcasts, including CNN, Fox News, MSNBC, and CNBC.
Ed has nearly three decades of experience in the tax and financial services industries, where he focuses on helping business owners take advantage of the tax code’s legal, moral, and ethical strategies to pay less in taxes. He currently serves as Chief Tax Planner for Excel Empire.
Ed earned his Bachelor’s from Hamilton College and his JD from the University of Cincinnati College of Law, where he served as Executive Editor of the
University of Cincinnati Law Review.
.
Greg Pearson
Greg is the president of Trawick Financial Services, an Insurance Marketing Organization founded in 1992 with more than two thousand clients. He graduated top of his class at the Ohio Christian University and is registered as a Certified Tax and Business Advisor for Excel Empire.
Ruth Benjamin
The “Guardian Angel” of 1031 Exchanges, Ruth has been immersed in the world of capital gains tax strategies for more than 30 years. She ran the 1031 Exchange divisions for two of the major national title companies before taking up her role at Financial Tax Strategies, where she works with clients to implement a variety of advanced capital gains tax deferral and mitigation strategies. With tens of thousands of transactions under her belt, Ruth is a wealth of knowledge and has produced thousands of hours of educational material over the years.
Matt Nye
Matt Nye specializes in connecting financial advisors and tax planning professionals with their ideal clients. With more than 30 years of experience in the technology and finance, he prides himself on staying abreast of the latest technologies and trends to deliver maximum value to his clients.
Matt excels in branding, messaging, copywriting, funnel design, ad creative and media buying. His approach is rooted in a deep understanding of both the technological landscape and the financial sector, enabling him to craft compelling narratives and strategies that resonate with audiences and deliver measurable outcomes.
Chris Sioco
Chris is one of the Co-Founders of Tax Robot, America’s leading R and D software platform. Tax Robot is used by some of the largest firm’s in the country to help business owner’s conduct R and D studies. Chris combines his background as an engineer with his experience working for one of the largest tax credit firms in the US to help small and medium sized businesses avail themselves of the R&D tax credit.
OUR NO-RISK GUARANTEE
We guarantee you'll walk away with the knowledge and tools that you can use to add MORE sales... MORE profit... MORE value for your clients.
If you feel you haven't received even one "money breakthrough" that could make a huge positive impact on your business, we'll refund your payment in full. Every penny, no questions asked.
If you're not happy, then we're not happy, and we'll do whatever it takes to make it right.
Now, the likelihood of this happening is VERY low. We have such a strong guarantee because we KNOW what has happened at events we've done that were similar to this.
You can't help but be hit by one knowledge bomb after another...
All containing real ACTIONABLE advice you can apply so your business can experience the transformation you've been looking for.
OUR NO-RISK GUARANTEE
We guarantee you'll walk away with the knowledge and tools that you can use to add MORE sales... MORE profit... MORE value for your clients.
If you feel you haven't received even one "money breakthrough" that could make a huge positive impact on your business, we'll refund your payment in full. Every penny, no questions asked.
If you're not happy, then we're not happy, and we'll do whatever it takes to make it right.
Now, the likelihood of this happening is VERY low. We have such a strong guarantee because we KNOW what has happened at events we've done that were similar to this.
You can't help but be hit by one knowledge bomb after another...
All containing real ACTIONABLE advice you can apply so your business can experience the transformation you've been looking for.
FAQs
Q: WHEN IS THE EVENT?
A. The event is 2pm September 25th to 1pm September 27th.
Q: WHERE IS THE EVENT?
A. The event is in West Palm Beach, Florida. The venue is 1555 Palm Beach Lakes Blvd, Ste 400 • West Palm Beach, FL 33401.
Q: IS THIS A SELLING EVENT OR A LEARNING EVENT?
A. There is no selling at this event. It is 100% a learning event. Our presenters are some of the best in the world, and they all have very full plates. While you may choose to engage with them after learning what they can do, there will be no selling from the stage.
Q: WILL THE EVENT BE LIVE-STREAMED?
No, much of the information being presented is proprietary and we don't want it widely distributed.
Q: ARE THERE NETWORKING OPPORTUNITIES?
A. We will be hosting breakfast, lunch, and dinner on Thursday and breakfast and lunch on Friday, so you will have plenty of time to socialize with others.
Q: IS IT POSSIBLE TO GET RECORDINGS OF THE EVENT?
A. Again, NO, for the same reason as above. You may think you don't have time to attend live, but this could be the most important thing you ever do for your business.
Q: CAN I BRING A SPOUSE OR PARTNER?
Yes of course, you will just need to purchase a ticket for both people.
Q: HOW MANY PEOPLE WILL BE AT THE EVENT?
We're capping attendance at 50, and we expect to sell out.
FAQs
Q: WHEN IS THE EVENT?
A. The event starts at 2pm on September 11th and ends at 1pm on September 13th.
Q: WHERE IS THE EVENT?
A. The event is in West Palm Beach, Florida. The venue is Recommended: Hilton Garden Inn West Palm Beach.
Q: IS THIS A SELLING EVENT OR A LEARNING EVENT?
A. There is no selling at this event. It is 100% a learning event. Our presenters are some of the best in the world, and they all have very full plates. While you may choose to engage with them after learning what they can do, there will be no selling from the stage.
Q: WILL THE EVENT BE LIVE-STREAMED?
No, much of the information being presented is proprietary and we don't want it widely distributed.
Q: ARE THERE NETWORKING OPPORTUNITIES?
A. We will be hosting breakfast, lunch, and dinner on Thursday and breakfast and lunch on Friday, so you will have plenty of time to socialize with others.
Q: IS IT POSSIBLE TO GET RECORDINGS OF THE EVENT?
A. Again, NO, for the same reason as above. You may think you don't have time to attend live, but this could be the most important thing you ever do for your business.
Q: CAN I BRING A SPOUSE OR PARTNER?
Yes of course, you will just need to purchase a ticket for both people.
Q: HOW MANY PEOPLE WILL BE AT THE EVENT?
We're capping attendance at 50, and we expect to sell out.