SalesCast

What Are The Most Successful Advisors Doing? – GMG SalesCast

Listen Later

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 Season
      • Reference 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)
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