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BRAND NEW TRAINING... You’re Invited!
The Advisor Advantage
How Advisors Are Quietly Becoming Indispensable While Everyone Else Competes on Performance
 JUNE 16, 2026 | 9 AM PST |  HOST: STEVEN JARVIS, CPA 
Every client wants three things: Pay less in taxes, Keep more of their money and Work with an advisor who actually helps them do it.
Most advisors talk about performance.
Top advisors are becoming indispensable through visible value.
This free training shows you how tax planning becomes the clearest form of visible value in advisory relationships. You’ll see how advisors use it to become indispensable, referable and meaningfully different.
Become the advisor clients talk about

The Largest Wealth Opportunity Nobody Owns

Most advisors assume:

 “I don’t know enough about taxes.”

 “Taxes belong to CPAs.”

 “Compliance won’t allow this.”

But the reality is simpler:

Tax planning is not about becoming a tax expert.
It’s about becoming the advisor who makes value visible.

Steven Jarvis, CPA, works with hundreds of advisors each year and has seen firsthand that the highest-performing advisors all share one thing: they understand taxes deeply and they can explain complex strategies in simple, client-friendly language.

Meanwhile, thousands of advisors struggle to attract and retain ideal clients who notice their value.

In this FREE WEBINAR you’ll see exactly how top advisors deliver tax savings that clients notice, and how this creates referrals, premium fees, and a steady stream of new ideal clients.

What You’ll DISCOVER?

This webinar shows how to make taxes your competitive advantage. You’ll walk away with practical strategies you can apply immediately to delight clients, increase referrals, and grow your practice.

You’ll learn how tax planning helps you:

 Become the most valuable professional in the room.

 Become the most trusted professional in your client’s financial life.

 Turn tax planning into a referral and retention engine

 Apply practical tax strategies your clients will notice immediately.

 Communicate complex tax insights in a simple way that inspires action.

 Use tax returns for finding new opportunities.

 Systematize value delivery: every quarter, every client, every year.

IS THIS WEBINAR FOR YOU?

If you’re looking for a magic trick, this isn’t the room for you. But if you’re ready to implement real strategies that make a measurable difference, you’ll benefit from this session.

You are welcome if you are:

 Growth-minded advisor who want compliant, repeatable tax wins.

 An advisor tired of fee pushback, DIY clients, and competing on price.

 Ready to implement real-world, actionable tax strategies that make a tangible difference for clients.

If you’re not just skating by, collecting minimal AUM, and hoping clients won’t notice -  join us!

 JUNE 16, 2026 | 9 AM PST

WHAT OTHERS ARE SAYING ABOUT  RETIREMENT TAX SERVICES...

"Huge fan of what you are doing. It's provided me so much value and insight on issues & topics which are vital to my practice yet often go overlooked by advisors." - Ben S.

"I didn't even know a service like this existed, what RTS is doing is awesome!" - Tad H.

"What I love about RTS is you're given very specific action items and things to take away and implement immediately." - Jennifer J.

The Great Advisor Paradox

Two advisors.
Same CFP.
Same investments.
Same planning software.
Same AUM.

One gets constant referrals. One doesn’t.

Why?

It’s not investment management. It’s visible value.

The advisors who win aren’t doing more — they’re showing more.

Why Tax Planning Creates Immediate Value?

Tax planning creates immediate value by making your impact visible in ways clients can actually see, feel, and repeat.

Performance is abstract. Taxes are not.

When a client understands they just saved real money, your value stops being theoretical and starts becoming undeniable.

Imagine six months from now.

Clients aren’t just reviewing statements with you — they’re bringing you tax questions before anyone else. A CPA who used to sit in the middle now starts looping you in early because your input changes the outcome. And instead of struggling to explain what you do differently, your clients are doing it for you.

That’s the shift. You’re no longer competing on performance or promises. You’re competing on something far stronger: visible value that compounds every time a client sees you save them money.

This is a brand new training built for advisors who want to stop competing on performance and start competing on visible value.

LEARN FROM THE BEST, IN-THE-TRENCHES, ‘WE ACTUALLY DO THIS EVERYDAY’...

STEVEN JARVIS, CPA
Retirement Tax Services CEO and Head CPA 
Steven works exclusively with Financial Advisors and their clients to help them not-overpay the IRS. 

His approach to combine tax preparation with tax planning makes him the CPA that Advisors and clients look forward to working with. He is the “least boring” CPA you’ll ever meet. He proudly has NOT committed the entire tax code to memory and instead focuses on teaching financial advisors how they can actually work with their clients to help them not get killed on taxes. 

Everything Steven does is focused on how to take action.
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