What you can count on learning AND getting credits on, day-or-night.
How to diversify your business with high-profile work so you’re not chasing volume
How to build your representation and planning solutions with the end in mind
How to easily transition your representation work to a tax strategy engagement
Understand exactly how to add smart representation and strategy to your practice
Representation — receive an efficient & effective roadmap so you can close clients and deliver
How to connect to new prospects and create follow-on sales
The keys & tools to confidence when it comes to talking to the IRS or state
Strategy-work — deep dive into process and techniques
How to make more and work less with sustainable all-year round work
Angie has been on all sides of the finance professional field: a tax strategist, accountant, and corporate auditor. Her network also extends into former IRS professionals/tax auditors.
With these experiences, Angie knows first-hand how to move through representation and strategy work from a unique investigatory perspective, while still maintaining heart-felt trust and care for clients.
Welcome home. I mean it. I created the Executive Touch so our community can come together, have high-end fun, learn expert strategies and actually experience a sense of community like the executives we are.
We wanted to work for ourselves. We know we do good work. Here we are! You’re doing it. Time to give our work that “executive touch!”
After years in the biz, what I learned is that so many trainings don’t actually show you how to actually implement. They’re only theoretical…Or, on the other hand, they only go over the basics…I guarantee the Executive Touch experience involves boots-on-the-ground how-tos to ensure you’re over delivering (and getting paid for it too)!”
Welcome to the community you belong in. Kick the imposter syndrome (we all suffer from it sometimes). Here, you can be respected as The contributor that you are.
You’re in the C-Suite now, pull up a chair, and pick what seat in the board room is best for you.
We’ve supported hundreds of professionals to perform their work in excellence by collaborating on real-time cases and providing training. Now we’re offering a unique opportunity to join a professional community of finance pros:
We need more financial professionals like you to do this high-profile, representation and strategy work. It is fulfilling and profitable for all involved. You support people to de-stress and create a harmonious financial future.
You can learn how to do the work in excellence, step-by-step, in a way where you cut through the noise and circumstance of the client, know the tactics, and get to the solution.
When a client sends us a text message, we promptly respond with a message that informs them about our communication policies and provides them with an option to opt-out. Consent is obtained at the beginning of a business relationship. SMS is only being used for contact with existing, active customers. This is the link the Oasis team uses that has an online presence to get implied consent: https://angelfinancial.services/
REFUND POLICY
If you select a pay-in-full option for any of the tiers above, you have a 60 day refund policy, no questions asked. Note: if you receive a refund, we cannot issue a certificate for credits.
On the month-to-month plans, you can cancel any time, although there are no refunds available.
Rest-assured, we trust you’ll have a fun, informative, and positive experience in The Executive Touch.
COMPLAINT RESOLUTION
For more information regarding administrative policies such as complaints, please contact us at 571-972-5777. CPE Standards Reference: Standard No. 12
