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The Best
of Both Worlds

Make Work Fun Again

Two women analyzing documents while sitting on a table in office. Woman executives at work in office discussing some paperwork.“Retirement” sounds so final, but it needn’t be. What if there were a way to enjoy the best of both worlds?

If you’re not quite ready to let go, there is another option: keep your best clients while still profiting from the rest.

Do you want to:

  • Continue working with your best clients as you’ve always done?
  • Free up some of your time to spend with family and friends and enjoy life?
  • Potentially earn more revenue from your less productive clients than you are now without doing any work?

We all know that not all clients are created equal. There are those you love to take for an afternoon of golf, out for lunch at the new restaurant in town, or to a Red Sox game – and then there are those you hardly see, let alone enjoy spending time with!

Let TAG Stream-Line Your Practice While Increasing Your Revenue from Your Less Productive Clients

Shed your least productive, least engaging clients and focus only on those you enjoy working with.

While you now have more time to spend doing the things you love, the TAG TEAM will be hard at work gaining more revenue from your “C”-level clients. We will determine if there are additional products and services your clients can benefit from, we will reach out to the next generation of clients to bring them on board, and we will share that incremental revenue with you!

The TAG Best-of-Both-Worlds Transition Option

Origami fortune teller on vacation at the beach concept for work life balance choices

  1. Sell your least productive clients to The Trust Advisory Group and continue working with your best clients as long as you like.
  2. Put in place a TAG Business Continuity Plan to ensure you have all your ducks in a row.
  3. Potentially make more money from those “C”-level clients than you would have otherwise.
  4. Choose your own timeline to join the TAG Transition Process.
  5. Enjoy your freedom knowing your clients are well taken care of.

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