{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"Ep 491: Earning Premium Planning Fees By Demonstrating Hard-Dollar Tax Savings For Business Owner Clients with Patrick Lonergan","description":"  What would it take for a client to happily pay you $70,000+ per year\u2026 and feel like&amp;nbsp;they\u2019re getting a bargain? In the case of today's guest, it's building a high-value advisory firm by helping business owners unlock significant tax savings, often in the hundreds of thousands of dollars.&amp;nbsp;  Patrick Lonergan is the founder of Vital Wealth, an RIA based in Clinton, Iowa, that generates $2.5 million in annual advisory fee revenue for approximately 100 client households. In this episode, Patrick breaks down how he structures his services around a clear, tiered tax strategy approach, starting with foundational optimizations and progressing into more advanced, high-impact planning techniques. Listen in to learn&amp;nbsp;how these strategies go beyond tax savings to support better cash flow, smarter reinvestment decisions, and long-term wealth building for entrepreneurs, as well as how delivering clear, tangible value has turned his clients into powerful referral engines.    For show notes and more visit: https:\/\/www.kitces.com\/491&amp;nbsp; &amp;nbsp;&amp;nbsp;  ","author_name":"Financial Advisor Success","author_url":"https:\/\/www.kitces.com\/podcast\/","html":"<iframe title=\"Libsyn Player\" style=\"border: none\" src=\"\/\/html5-player.libsyn.com\/embed\/episode\/id\/41173635\/height\/90\/theme\/custom\/thumbnail\/yes\/direction\/forward\/render-playlist\/no\/custom-color\/88AA3C\/\" height=\"90\" width=\"600\" scrolling=\"no\"  allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen><\/iframe>","thumbnail_url":"https:\/\/assets.libsyn.com\/secure\/content\/201863550"}