Eleven ideas that warrant following up.
By Ed Mendlowitz
How to Build a Stronger Tax Practice
Many times we have important preliminary discussions when we obtain a client’s tax information.
MORE ON MARKETING: Help Heirs with Tax Issues | Seven Questions to Suggest Estate Planning | 28 Data Points for a Financial Planning Discussion | Every Client Can Use Financial Planning | Four Reasons to Perform Tax Projections | Four Additional Services to Suggest
Exclusively for PRO Members. Log in here or upgrade to PRO today.
Skilled interviewing, or effective follow-up techniques, can make these into an additional engagement.