Events

Event: Avantax Connect for Growth Conference

Date: Aug. 27-29, 2023
Location: Dallas, Texas
Session Title: Future-Proof Your Business

With the advancement of technology and artificial intelligence, many aspects of financial advising have become commoditized, and the ‘old way’ of serving clients will soon be obsolete. Advisors who focus merely on market returns and account balances risk being rendered irrelevant. In this session, attendees will learn how to add tangible value to clients’ lives—in a way technology can never replace—and gain tools for deepening connections across generations. This time-tested framework has helped Taatjes Financial Group create stickier client relationships, accelerate referrals, and realize 5x business growth in the past 10 years.

Speaker(s): Ben Taatjes & Jerrid Sebesta