Line 8a- TAXABLE INTEREST- if you notice there is a lot of taxable interest in this section, there are many reasons your client could benefit from speaking to a financial advisor. The proper way to suggest this is like this "Mr Smith, there may be an opportunity to reallocate these funds into a...

FINANCIAL ADVISOR PRIMARY REFERRAL TARGETS

Alright, now let’s do the Financial Advisor.  I know it’s a little redundant to the others, but go ahead.

MM:  Yeah.  In my opinion, the Financial Advisor has the ability to give the most referrals of any of the Core7...

After the unfortunate efforts of trying to create a networking group and build a better foundation for my business and life, I tried to join a group in very well known networking organization. I thought the fact that it was a legitimate organization, that it would have more structure,...