How a Financial Planner Expanded Revenue 1,000% and Transformed Client Planning with Main Street Tax Pro Certification
The Main Street Tax Pro Certification completely changed the way I serve clients. It gave me the tools and strategies I wasn’t taught even after 30 years as a Certified Financial Planner. It opened doors I didn’t even know existed—and it’s had a direct, massive impact on our revenue and client success.
"Probably one of the first videos I saw from Mark J. Kohler was about S-corp strategy. We implemented it for our own business, met his legal team, and from there, it turned everything on for us."
Goals
- Advance services beyond traditional asset management
- Find enhanced planning strategies not taught in traditional CFP programs
- Increase recurring fee-based revenue
- Build more comprehensive, value-driven client relationships
Key Benefits Experienced
- 1,000% increase in fee-based revenue over 6 months
- Confidence in delivering higher-level tax, asset protection, and wealth strategies
- Increased client engagement and satisfaction through comprehensive “trifecta” planning
- Built a strong professional network through national collaboration and referrals
Enrolling in the Main Street Tax Pro Certification opened up an entire new world of tax and legal strategies for Bill. The ideas and tactics he learned were strategies most CFPs and financial advisors were never taught.
Even as a CFP for over 30 years, there were so many strategies we weren't taught. Mark J. Kohler’s program really should be part of the Certified Financial Planner educational track. It would transform not only planners' careers but also the lives of families across the country
Before engaging with the Main Street Tax Pro community, Bill’s firm operated primarily on asset management fees. Tax and estate planning were side discussions, not primary services. But by adding powerful tax planning strategies into his offering, he created an entirely new revenue stream.
Within just six months, Bill generated over $15,000 in planning fees alone, with his fee-based services growing by over 1,000%.
It’s not just one teaching or one strategy. It’s the entire trifecta, tax, legal, and financial planning, coming together. That’s what makes it so easy now to show clients the full picture and create real, customized plans that protect and build wealth.
Today, Wilkins Wealth Management Group is stronger than ever, delivering not just investment advice but full-scale strategic planning that reduces risk, maximizes opportunity, and helps families thrive across generations.
“The Certification completely changed my practice. Every financial professional who truly wants to serve their clients should go through this program.”
