your potential clientele? everyone.
by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor
“financial planning services” is a catchall phrase for any services a client would need for their personal financial security and wealth management and is an outgrowth of tax services and any of the other core services performed for a client. these services can be offered to existing clients or to clients engaging you for the specific service.
more on marketing: tax projections: how and why | add new revenues with tax prep follow-ups | marketing vs. selling: both must serve the client first | adopt a marketing mindset
exclusively for pro members. log in here or 2022世界杯足球排名 today.
with regard to tax services as the catalyst, the tax return is the roadmap of a client’s financial life. a keen observer can uncover many areas clients can be assisted with.
to read the full article
