DILIGENCE – Careful and persistent work or effort.
Diligence is a necessity in any endeavor that you take. Diligence ties in with enthusiasm. It is difficult to be diligent about anything you are not enthusiastic about.
Without diligence and hard work,...
ACCOUNTANT
Dear (NAME)
It was a pleasure to speak with you. I wanted to follow up because of the fact that you own multiple properties. I always want to be a valuable resource for you. How is your relationship with your real estate agent who specializes in investment property?
I...
LINE 17- this relates to real estate, and is particularly important. If there is not a number here, it means they are not incorporated. And as we said earlier, being incorporated is always a good protection strategy to be looked at with a financial advisor.
LINE 25 Health Savings account...
When reviewing clients tax returns, it’s important to look in the deduction category. This shows the number of withholdings. If this number is large for example the client is claiming four dependents, that could mean they are not maxing out their pre tax retirement investments, and could...
Ok, here's a big one.
LINE 12 Business Income
If there is something filled out here, it usually means this person is a self employed business owner. There are a ton of financial planning opportunities for the self-employed that are typically not being utilized. This is one of the best...
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...
This lesson is going to address some very simple cross sell introductions that can be found on the first 2 pages of a tax return. So if you are an Accountant or any professional who requires a clients tax returns to do their job. This module will show some great ways to generate value and...
Then there’s Saturdays accountability reminder. Now you aren’t punching a clock. Let's call it Strategy Saturday. Go through the accountability checklist for your profession and see if you are executing the system. If you aren’t executing as well as you would...
It’s Friday – Feel good Friday. Share the love Friday. Here is the prompting to send out some encouragement emails. These are emails for the consumer and business professionals that you work with, that you can copy and paste and send as a nice touch to let them know...
Wednesday you get a reminder to reach out to your partner for the one on one that month. Don’t forget, they are getting this as well. Set the meeting. It will be worth both of yours time. There is also a link on Wednesday for our Q&A forum. This is fluid...
Every Tuesday you will receive your Mastermind meeting Agenda reminder. This email reminds you that your meeting is fast approaching. This gives you the opportunity to go into that months assigned Mastermind Agenda and view the lesson that is assigned, and also which professionals you're paired...
