Financial Advisor Referrals From The 1st Two Pages Of A Tax Return
Any professional working with tax returns should be able to generate outgoing referrals to their financial advisor partner.
Watch this video as I take you through the first 2 pages and show some of the easy referrals that can be made. In a 2 year period I gave 70 referrals to my financial advisor partner.
Generate Referrals, Add Value To Your Partners, And Make A Difference In The Lives Of Your Clients!