Line 8a- TAXABLE INTEREST- if you notice there is a lot of taxable interest in this section, there are many reasons your client could benefit from speaking to a financial advisor. The proper way to suggest this is like this "Mr Smith, there may be an opportunity to reallocate these funds into a more...

FINANCIAL ADVISOR PRIMARY REFERRAL TARGETS

Alright, now let’s do the Financial Advisor.  I know it’s a little redundant to the others, but go ahead.

MM:  Yeah.  In my opinion, the Financial Advisor has the ability to give the most referrals of any of the Core7 professionals.  The uniqueness of the...

After the unfortunate efforts of trying to create a networking group and build a better foundation for my business and life, I tried to join a group in very well known networking organization. I thought the fact that it was a legitimate organization, that it would have more structure, predictability...