EPISODE 35: Generating Referrals Using the Tax Return
Start a dialogue; add value. This week we combined two Anchorcasts that discuss how something as personal as a tax return can help with referrals. Listen in as we dive deep into which of our Core7 professionals can use specific lines of the tax return to not only bolster your client’s financial goals but also boost business—a true return on investment!
BrianRet
I love the information on your web sites. With thanks.
Core7
Thank you. Why not start a group or grab the course? Easy to do on zoom