Print this page

Estimated reading time: 0 minutes, 9 seconds

Priming the Pump: Preparing Clients for Services Beyond Tax Prep

Priming the Pump Cover

Every conversation you have with your client about tax issues represents an opportunity to offer financial services by emphasizing your expertise and deepening the
relationship with the client.

Sponsored White Paper

Download Button Orange Green

Read 3889 times
Rate this item
(0 votes)