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!