Offering financial services in your tax practice is a great way to generate new revenue. You will also become more valuable to your clients by helping them navigate through the complex world of investment and retirement planning.
Contact us at: taxbusinessgrowthacademy.com
Tax Business Growth Academy aims to help you take a systematic approach to building a team and structuring a business that you can work on and not in. With Tax Business Growth Academy, you will have a solid foundation and framework that helps attract and retain the right people for your business, easily execute marketing tactics that attract the right customer, and increase your bottom line.
David A Perez
Contact us at: moneyconcepts.com
With thousands of independent nonproprietary financial products and services, Money Concepts can deliver a custom financial strategy that fits your unique situation without the limitations of corporate agendas like sales quotas and company product campaigns. They enjoy this freedom and independence so they can focus on one thing… YOU their client. That’s how it should be.