Today we are answering listener questions including:
Important information about the upcoming September 15th, and October 15th tax deadlines.How to motivate clients out of the summer funk and start thinking about taxes NOW.Have we worked with Municipalities and other non profit entities?We will also be talking in great length about Introduction calls.
How to best setup for an Introduction Call.What should you do before an Introduction Call.What are some of the best practices working for Advisors.Links referenced in the SalesCast:
Reference to building partnerships with CPAs: Last weeks episode “The Anatomy of a CPA”Reference to Tax Deadline: Episode on Summer Tax SeasonReference about R&D clients qualifying: Listener question that was answered in “Cost Segregation: What is it and Who Qualifies?”Ask a Question or Share a Story for an upcoming episode. Open the GMG Savings App on your cell phone, click the “Contacts” tab, and share it today!
Two ways to listen each week:
In the app, click on “SalesCast”Search the iTunes Podcast Store for “GMG SalesCast” (or click HERE)