How to Turn High-Earning Individuals into Advisory Clients (Without Being Salesy)

Not all 1040s are created equal. In this episode, Lee Reams II reveals how to break free from low-margin tax prep by identifying the right individual clients—and offering the strategic services they’re already looking for.You’ll discover:

• The 3 highest-value individual segments (and how to speak to their pain points)
• What they’re really buying when they hire you (hint: it’s not a return)
• How to deliver year-round advisory with systems and AI that scale with you

If you’re ready to shift from once-a-year prep to relationship-driven planning, this episode is your roadmap. No hype. No salesy scripts. Just smarter segmentation—and the firm you actually want to build.