Annual Elevate Conference showcases high-performance individuals and firms
Avantax Planning Partners℠, an employee-based RIA (registered investment advisor) that partners with CPA firms to provide clients with holistic financial planning, advisory services and retirement plan solutions, recently hosted its annual Elevate Conference, attended by accounting affiliates, sponsors and Avantax team members. The annual event gives attendees insights, best practices, and strategies to advance and deepen client relationships as it relates to wealth management and financial planning.
“The energy and enthusiasm of our CPA affiliates, sponsors and Avantax team members fueled this year’s Elevate conference from beginning to end,” said Louie Rosalez, President of Avantax Planning Partners. “The ideas, best practices and strategies we share with our affiliates, coupled with the hard work and dedication our affiliates give clients every day, delivers on the Avantax vision of profoundly impacting client lives by changing the way Americans plan and invest.”
This year’s conference – themed “Truth. Planning. And the Avantax way” – was conducted May 24 – May 26 in Des Moines, Iowa, and included educational sessions, networking opportunities, sponsor exhibits, and award presentations.
“The attractiveness of the Avantax Planning Partners model shows in the fact that this year’s event was the largest Elevate conference ever,” said Todd Mackay, President of Avantax Wealth Management®. “It was an honor to talk with so many of our accounting affiliates; seeing each other in person helps further deepen partnerships with our longtime partners and new members of the unique Avantax Community.”
As part of the annual awards night, Brady Martz president, Todd VanDusen, received the President’s Club award. This award is made up of the highest performing individuals among Avantax Planning Partners affiliates. President’s Club winners demonstrate exemplary productivity, client service, communication, planning guidance, and are advocates of Avantax Planning Partners.
In addition, Perry Mattson of Brady Martz & Associates received a Top Champion award recognizing Avantax Planning Partners’ top affiliates that exhibit leadership in planning and wealth management.
Brady Martz was also recognized as Firm of the Year. The Firm of the Year leads the Avantax Planning Partners nation in productivity, client service, communication, planning guidance, and are truly advocates of Avantax.
About Avantax Planning Partners℠
Avantax Planning PartnersSM is a national financial planning and wealth management firm that partners with CPA firms to combine and deliver holistic financial and tax-planning services to their clients. Using the Guidance Planning Strategies planning tool, Avantax Planning Partners visually lays out a long-term plan, considering a wide array of financial decisions and their potential impacts on clients’ financial health. Through this unique and proven approach, Avantax Planning Partners and CPA firms help clients make progress toward their financial goals through strategies such as asset management, estate planning, retirement planning, tax planning, risk management and more. The wealth management segment of Blucora, Inc. (NASDAQ: BCOR), which includes the Avantax Planning Partners℠ and Avantax Wealth Management® brands, had a collective
$86 billion in total client assets as of March 31, 2022. For more information, please visit us at www.avantax.com or on LinkedIn and Facebook.
Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Brady Martz & Associates. Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses.