Tax Facts

Get Lots More Unsolicited Referrals

by Sandy SchusselApril 03, 2024 What You Need to Know |

  • Most engaged clients provide referrals.

  • Accessibility helps promote engagement.

  • You could start with wine.

 

Most advisors have had the occasional experience of receiving an unsolicited referral from a client or another professional.

And any advisor would want to make that happen more often, but it appears random.

Tax Facts Premium Tools
Calculators
100+ calculators specifically designed to help you easily assist clients with specific planning situations and calculations.
Practice Guidance
Designed to help you discover new ways for which to build and maintain client relationships.
Concepts Illustrated
Specifically designed to help you easily assist clients with specific planning situations and calculations.
Tax Facts Archives
Access to the entire library of Tax Facts dating back to 2012 allowing you to look up the exact tax figures from prior years.