First Meeting Guides
Two downloadable guides filled with items to go through once you bring prospects into your office are available to members of Savvy Tax Planning.
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Retirement Tax Strategy First Meeting Guide
This guide isn’t just a checklist to make sure clients get the biggest refund possible; it’s a bridge to talk about all of their family and financial issues. You can use this as a deliverable for first meetings after your presentations, or as a yearly check-in with clients.
New Tax Law Program First Meeting Guide
This first meeting guide will provide you with a range of resources to choose from as you meet with clients and prospects to discuss the new tax law. It includes:
- Action Plan Checklist
- A Tax Law Glossary
- Business-Related Guide