Why

Tax Savvy

Why Focus on this?

SSN has a long history of supporting experienced, tax-savvy and entrepreneurial-minded financial planners who also crave organizational simplicity within their businesses, and now we have a website to house all our tax-savvy materials. This new website contains Tax Savvy Tips, blog posts, and videos that will help set advisors apart and grow their practice in their tax planning efforts.

Tax Savvy Advisors

SSN has a long history of supporting experienced, tax-savvy and entrepreneurial-minded financial planners who also crave organizational simplicity within their businesses, and now we have a website to house all our tax-savvy materials. This new website contains Tax Savvy Tips, blog posts, and videos that will help set advisors apart and grow their practice in their tax planning efforts.

Down the road & into the future.

Tax-Savvy Advisors

Looking down the road another 10 years, we see even better aggregated technology making much of our work today obsolete. The only long term answer for independent advisors is to simply get better at promoting unique planning solutions that the low cost leaders cannot or will not provide.

The future of our industry

When we look at disruptions throughout history, we see a similar pattern.

  • Something is difficult, inaccessible and expensive requiring special skill, access and capital to make money
  • Over time, costs come down and more players enter the lucrative market
  • As technology improves, the costs are lowered even further and profit margins are squeezed
  • Businesses either become the low cost leader, adapt or exit the business.
  • As we see the slow paced disruption that has been changing our business over the last 20 or so years, this pattern is becoming obvious. The independent advisor must adapt.

Want to Learn More?

9729 Cogdill Rd., Suite 301, Knoxville, TN, 37932

(800) 264-5499

taxsavvy@ssnetwork.com

www.ssntaxsavvy.com

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The Future of Tax Savvy Advisors

Tax-Savvy Advisors

Looking down the road another 10 years, we see even better aggregated technology making much of our work today obsolete. The only long term answer for independent advisors is to simply get better at promoting unique planning solutions that the low cost leaders cannot or will not provide.

The future of our industry

When we look at disruptions throughout history, we see a similar pattern.

  • Something is difficult, inaccessible and expensive requiring special skill, access and capital to make money
  • Over time, costs come down and more players enter the lucrative market
  • As technology improves, the costs are lowered even further and profit margins are squeezed
  • Businesses either become the low cost leader, adapt or exit the business.
  • As we see the slow paced disruption that has been changing our business over the last 20 or so years, this pattern is becoming obvious. The independent advisor must adapt.

Value Proposition

We are the highest value provider in the Independent and Advisory Brokerage (IAB) industry. Our rare combination of a caring, small company culture with large company resources supports our advisors in their businesses. Our most successful clients are independent, entrepreneurial advisors who actively include tax-savvy financial advice in their client engagements.

Contact Us

Value Proposition

We are the highest value provider in the Independent and Advisory Brokerage (IAB) industry. Our rare combination of a caring, small company culture with large company resources supports our advisors in their businesses. Our most successful clients are independent, entrepreneurial advisors who actively include tax-savvy financial advice in their client engagements.

Contact Us