3-Step Formula on How to Get Referrals
Last week I wrote about a magic three-step system for doubling your referrals. Why? Most tax business owners tell us
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Recent blogs
7 Tips From The NFL For Building Strategic Alliances
Every year, before stepping foot on the field, every NFL team spends hours (yes, really) going over their playbook. Each
Financial Planning for Lawyers
As a financial advisor, you probably work with people across a ton of different professions, right? From lawyers and doctors
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The off-season can be very stressful for seasonal tax professionals. This month we want to relieve some of that stress
A Surprising Niche You Could Fill
When you sink your teeth into understanding the unique needs of one specific niche market, you have the potential to
Financial Planning For C-Level Executives
Today, we’re going to talk about financial planning for C-Level Executives. A C-Level Executive’s collective earning potential can easily hover
Financial Planning For The Medical Profession
This month we’re taking a closer look at a few types of people who frequently hire financial advisors, and how
10 steps for creating successful strategic alliances with professionals other than CPAs
This week we’re going to discuss strategic alliances. We know you’re already well aware of the benefit of cultivating these
4 Ways to create a predictable referral system
If you were to ask a group of small business owners what their biggest challenge is, the majority of them
3 Ways To Get More CPAs To Refer You
Financial advisors tend to see the relationship between advisors and CPAs as strategic, well-balanced and win-win. From your vantage point,
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