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! 

**Visit www.mycore7.com/website** to unlock a treasure trove of resources specifically designed for you. Core7 is your one-stop destination for connecting with like-minded professionals and accessing essential tools.