The One Big Beautiful Bill (OB3) has created the most significant tax planning opportunity since the 2017 Tax Cuts and Jobs Act, but many advisors are missing the business development potential beyond the technical changes. Learn how to transform OB3 from a complex regulatory update into a powerful client acquisition and re-engagement strategy.
Join host Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P and Prosperity Capital Advisors, as he sits down with Glen Pier, Certified Financial Fiduciary®, BPC, founder and lead advisor of Infinity Wealth Management, to uncover the practical tactics that have doubled Glen’s workshop attendance and re-energized his prospect pipeline. Together they reveal how advisors can use OB3 as a conversation starter with high-net-worth prospects, a re-engagement tool for dormant relationships, and a differentiator in competitive markets.
Key Topics Discussed:
Whether you’re looking to reinvigorate your marketing efforts, access higher-net-worth clients, or position your practice for significant growth during this rare legislative window, this episode provides proven strategies from an advisor successfully capitalizing on the OB3 opportunity.
Resources:
About the Host:
Dave Alison is an accomplished financial planner and business leader committed to helping advisors expand their reach and improve the quality of their service to clients. In addition to being the President and a Founding Partner of C2P and the Founder and CEO of Alison Wealth Management — his own financial services firm — he is also the President and Founding Partner of Prosperity Capital Advisors, an acclaimed planning-first RIA. Dave leverages his expertise in all things financial planning, particularly taxes and solutions for high-net-worth clients, to educate financial professionals on best practices and ways to raise the bar in their own practices.
About the Guest:
Glen Pier is the founder and lead advisor at Infinity Wealth Management, where he serves as more than a wealth manager—he’s a dedicated advocate for empowering people to create lives without limits. With over 25 years of experience in financial and tax planning, Glen is a Certified Financial Fiduciary® and Bucket Plan Certified® (BPC) professional specializing in comprehensive wealth management, tax management and mitigation, estate and legacy strategies, and financial education. Using The Bucket Plan® and The Tax Management Journey®, Glen helps clients protect their wealth against market risk, inflation, and unexpected financial setbacks while working to minimize taxes over a lifetime. As a Master Elite Advisor with Ed Slott since 2012 and President of the Asheville Chapter of the American Financial Educational Alliance (AFEA), Glen serves as both thought leader and educator for financial professionals and clients alike.