Get started on your best year ever with the updated 2024 Business Plan Builder
No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
Referrals are the best way to generate new business, but are you skipping the most important step toward getting them?
Interested in starting up referral relationships with CPAsbut not sure of your approach? Here's how to take the lead effectively by anticipating their often unstated concerns.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024
Chicago
The Discovery Meeting Workshop: Transform Your Discovery Process
May 20–21, 2024