Q1 is over! Are you on track? Click here for a Q1 Review of your 2025 Business Plan!
No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
Interested in starting up referral relationships with CPAs—but not sure of your approach? Here's how to take the lead effectively by anticipating their often unstated concerns.
Getting involved in client-sharing relationships can be a delicate business. But by taking a couple of simple steps to add CPAs to your social network, you can unearth a host of opportunities—with far fewer complications.
In the wake of spring's mountain of tax returns, CPAs tend to take a little breather—and that means now's the perfect time to work on starting or strengthening your referral relationships. Here's how.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025