International Tax Advisors Group: How Elder Closed 10 High-Ticket Clients in 30 Days

Firm: International Tax Advisors Group (ITAG)
Niche: International Tax Planning + U.S. Business Structuring
Location: Headquartered in the U.S., Serving Clients Worldwide
Founder: Elder (Enrolled Agent, U.S. Tax Practitioner)

Elder is a globally recognized international tax expert helping U.S. expats and multinational business owners optimize their tax structure. After leaving a successful partnership to launch his own firm, Elder needed more than just referrals — he needed a scalable growth engine.

📞 122 Qualified Appointments in <30 Days
💼 10 High-Ticket Advisory Clients Closed
🌎 Clients from the U.S., Latin America, Bahamas, and more
📈 Fully Organized Pipeline: From Leads → Engagements → Payments

“Even in my previous firm, I never had days that were fully booked back-to-back like this.”

One client from the Bahamas wired funds the day after the call. Another client from Latin America closed on the spot. These were ideal clients, and Elder was finally in control of the pipeline.

“I’ve paid other firms $10K and got nothing. But Daniel’s system had me seeing booked calls within the first week. We’re talking real leads, real ROI, and real results.”
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— Elder, Founder, ITAG

Like many high-level advisors, Elder relied on referrals and word of mouth to grow. It worked… slowly. But he wanted exponential growth without sacrificing quality.

“I’ve been doing this for 13 years. We tried marketing ourselves — and we even hired another agency that charged us $10K. They delivered zero leads.”

The firm was looking for high-net-worth clients with complex international tax needs — not low-ticket compliance work. The old strategies weren’t cutting it.

Wealthy Clients deployed a custom campaign combining Spanish & English ads, laser-focused copy, and Elder’s credibility.

Key Campaign Assets:

• 🌐 International Client Avatar Targeting
• 🛠️ Dual-Language Ad Funnel (English + Spanish)
• 📊 Lead Tracking Infrastructure for Full Transparency
• 🔁 Real-Time Campaign Optimization
• 🤝 Direct Support from Daniel (No Middleman)

“You didn’t pass us off to an associate. We worked directly with you. That was game-changing.”

Business Transformation

With the system installed, Elder was able to:

• Shift from compliance to advisory-led engagements
• Streamline operations with full-funnel metrics and follow-up
• Track every lead, every dollar, every conversion
• Plan for multi-niche expansion with Daniel’s ongoing support

“We’re not just doing taxes anymore. We’re building structures, doing corporate tax planning, and increasing lifetime client value.”

👉 If you're a tax strategist looking to scale with international clients, affluent prospects, or B2B advisory work — this is the system built for you.

Let’s build a marketing engine that makes the right clients come to you.