Turnkey Business Training
Learn How to Build Your Business
Building a planning-oriented business involves different challenges than building a tax-prep business. Fortunately, we’ve “cracked the code” to help you accomplish that goal. Our turnkey Business Development Center includes presentations to help you target the right markets for your new service, attract and retain higher-income clients, develop high-value client experiences, and eliminate cold marketing in favor of high-touch referrals.
What you get:
- Training Videos
- Whitepapers
- Presentations
- Implementation Guide