MEET NEW REFERRAL PARTNERS
Elevating Your Social Media Game: Practical Wisdom from Alex Hormozi**

Elevating Your Social Media Game: Practical Wisdom from Alex Hormozi**

In the ever-evolving landscape of social media, standing out requires more than just creativity—it demands strategy, insight, and a keen understanding of your audience. Recently, I dove deep into the content creation playbook of...

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### The Top 3 Strategies to Increase Your Business Value

### Unpacking Jim Rohn's Wisdom: The Magnetic Force of the Future

 

In an era where the immediate often overshadows the important, revisiting the teachings of Jim Rohn offers a refreshing perspective on personal growth and success. His insights, particularly on the power of the future as an incred...

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### The Top 3 Strategies to Increase Your Business Value

### The Top 3 Strategies to Increase Your Business ValueWhen it comes to enhancing the value of your business, the focus should always be on sustainability, scalability, and strategic hiring. These elements are crucial for attracting investors and ensuring your business is appealing even without you...

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**Transforming Self-Narratives: Lessons from Legends**
In a recent podcast by Brian Buffini, a compelling discussion unfolded around the stories we tell ourselves versus the realities we live. Drawing inspiration from Jocko Willink's powerful insight, "Excuses are the lies we tell ourselves," the conversation dives deep into the dichotomy of self-percep...
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Embracing Courage in Business: Overcoming Fear with Love
In a thought-provoking episode of Brian Buffini's podcast, listeners are presented with a compelling perspective on fear—its fundamental purpose to protect us, and the crucial understanding of its potential to overwhelm and debilitate when it becomes a constant presence in our lives. The discussion ...
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QUALITIES OF A CORE7 PROFESSIONAL

DILIGENCE – Careful and persistent work or effort. 

Diligence is a necessity in any endeavor that you take. Diligence ties in with enthusiasm. It is difficult to be diligent about anything you are not enthusiastic about. 

Without diligence and hard work, a Core7 Professional will become lazy. Lazy...

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ALL PRIMARY REFERRAL SCRIPTS

ACCOUNTANT

Dear (NAME)
It was a pleasure to speak with you. I wanted to follow up because of the fact that you own multiple properties. I always want to be a valuable resource for you. How is your relationship with your real estate agent who specializes in investment property?  
I just want to make s...

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Bonus Section: Financial Advisor Referrals From The 1st Two Pages Of A Tax Return (PT6)

LINE 45- AMT, also known as the alternative minimum tax. Now, there are so many advanced tax strategies to look at when someone is in the AMT. This presents a great opportunity for a financial advisor and an accountant to collaborate together for the benefit of the client. This is an example of how ...

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Bonus Section: Financial Advisor Referrals From The 1st Two Pages Of A Tax Return (PT5)

LINE 17- this relates to real estate, and is particularly important. If there is not a number here, it means they are not incorporated. And as we said earlier, being incorporated is always a good protection strategy to be looked at with a financial advisor.

LINE 25 Health Savings account deduction....

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Bonus Section: Financial Advisor Referrals From The 1st Two Pages Of A Tax Return (PT4)

When reviewing clients tax returns, it’s important to look in the deduction category. This shows the number of withholdings. If this number is large for example the client is claiming four dependents, that could mean they are not maxing out their pre tax retirement investments, and could open up the...

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Bonus Section: Financial Advisor Referrals From The 1st Two Pages Of A Tax Return (PT3)

Ok, here's a big one.

LINE 12 Business Income

If there is something filled out here, it usually means this person is a self employed business owner. There are a ton of financial planning opportunities for the self-employed that are typically not being utilized. This is one of the best opportunitie...

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