Generating Referrals Using the Tax Return

Generating Referrals Using the Tax Return

Core7 Business Podcast

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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! ...
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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! ...
Read More