Avantax Hosts its Largest-Ever National Conference as Attendees Gather in Chicago, Showcasing the Peer-to-Peer Power of the Avantax Community
17 November 2023 - 1:15AM
Avantax® conducted its largest-ever National Conference in Chicago
attended by more than 1,100 Financial Professionals, Wealth
Management Assistants, Home Office staff, and Educational Partners.
At the conference – themed “Profound Approach, Enduring Impact” –
attendees heard about record-breaking performances during 2023,
re-energized relationships, and learned how Avantax plans to
support the continued growth of its Financial Professionals and
their firms.
This year’s Avantax National Conference marked the
firm’s 40th business anniversary. During his opening remarks,
Avantax Wealth Management President Todd Mackay lauded the Avantax
Community and its more than 3,100 independent Financial
Professionals who have driven powerful results.
“We have one of the strongest and most unique
Communities I’ve seen in my career, and it’s always a pleasure to
bring the Avantax family together,” Mackay said. “We are seeing
more growth in our firms than ever as more Financial Professionals
and Tax Professionals are learning that Avantax is the place to be
for combining wealth management and tax planning into true
tax-intelligent financial planning.”
Mackay added: “Our profound approach makes an
enduring impact on our firms and their clients. It’s why Avantax
has been so successful for 40 years, and it’s why I believe we’ll
be successful for decades to come. No matter the situation,
opportunity or problem that arises, we look at things in different
and unique ways, which is crucial to overcoming obstacles so we can
succeed as a community. That is what we have at Avantax, that’s why
we’re different, and that’s why we’re unique.”
Mackay shared Avantax highlights from 2023
including:
- Significant year-over-year improvement
in all key service metrics accompanied by record-high Advisor
Satisfaction scores for Client Services.
- Rise to Elite peer-to-peer coaching
program whose graduating firms are growing significantly faster
than their peers.
- Success of growth programs like
Avantax’s Strategic Partner Program, which pairs Avantax-affiliated
tax and financial professionals to deliver wealth management
services to the tax professional’s clients.
In addition to presentations by Avantax leaders,
dozens of educational breakout sessions, and expo hall exhibits
from more than 70 Educational Partners, prominent thought leaders
drove several general sessions. Best-selling author, journalist,
acclaimed historian and professor of history at Tulane University,
Walter Isaacson was featured as one of this year’s keynote
speakers. Additionally, subject matter experts conducted breakout
sessions throughout the three-day conference covering dynamic
topics such as year-end planning, risk management solutions,
retirement and legacy planning, women in finance, social security,
tax alpha and leadership principles.
“Both as a combined force and individually, Avantax
firms have an enduring impact on their clients and their
communities because of their profound, tax-intelligent approach to
financial planning,” Mackay said. “Avantax is honored to support
each of them in service to their clients and we’re grateful they
took the time to attend this year’s conference.”
Financial Professionals are transferring to Avantax
from a variety of channels, including large broker-dealers, RIAs
and regional firms. Avantax also continued successfully recruiting
accounting firms to its employee-based model (which Avantax refers
to as Avantax Planning Partners℠).
Tax and accounting professionals entering wealth
management for the first time are also choosing Avantax because
they continue to see the need to obtain the licensing and education
so they can directly provide tax-advantaged financial planning and
wealth management services instead of referring clients to a local
advisor or broker who might not view investments with tax
implications in mind.
Tax and Financial Professionals can learn more
about Avantax by clicking here.
About Avantax® Avantax, Inc.
(NASDAQ: AVTA) delivers tax-focused financial planning and wealth
management solutions for Financial Professionals, tax professionals
and CPA firms, supporting our goal of minimizing clients’ tax
burdens through comprehensive tax-focused financial planning. We
have two distinct, but related, models within our business: the
independent Financial Professional model and the employee-based
model. We refer to our independent Financial Professional model as
Avantax Wealth Management®. Avantax Wealth Management offers
services through its registered broker-dealer, registered
investment advisor (RIA), and insurance agency subsidiaries and is
a leading U.S. tax-focused independent broker-dealer that works
with a nationwide network of Financial Professionals operating as
independent contractors. We refer to our employee-based model as
Avantax Planning Partners℠. Avantax Planning Partners offers
services through its RIA and insurance agency by partnering with
CPA firms to provide their consumer and small-business clients with
holistic financial planning and advisory services. Collectively, we
had $82.3 billion in total client assets as of Sept. 30, 2023. For
additional information, please visit us at www.avantax.com. You can
also find us on LinkedIn.
Media Contacts:Tony Katsulos
Avantax, Inc.(972) 870-6654tony.katsulos@avantax.com
Kendra GalanteStreetCred PR for Avantax, Inc.(402)
740-2047kendra@streetcredpr.com avantax@streetcredpr.com
Avantax (NASDAQ:AVTA)
Historical Stock Chart
From Apr 2024 to May 2024
Avantax (NASDAQ:AVTA)
Historical Stock Chart
From May 2023 to May 2024