Are you feeling stuck?
Perhaps you’ve yet to pull the trigger on a complex tax plan or, you are hesitating to quote a big fee?
For a limited time, our resident sales expert Michelle Weinstein and I are available to assist you through the process with one of your clients. We’ll review the case, discuss opportunities, examine pricing options and attend and lead the meeting session via phone with you and your client.
We’ll then work side-by-side with you so you can see how to craft, sell, and deliver your plans.
If this is something you are interested in, please reply now. Space is extremely limited, and all requests will be handled on a first-come, first-serve basis.
For more information, please contact [email protected].