Everyone should have the opportunity to say no. Do not make the decision for them by not asking them to do business. That makes sense, yet there are people who build a wall between their business and personal lives. From time to time a client might cross the barrier and become a friend, yet these agents and advisors do not approach their friends and ask them for business. Many friends would want to do business with you! In the gallery above are seven reasons why.
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Year-end 2024 Tax Topics Checklist