January 30, 2010
There are a load of new resources on-line for members. Check out:
- The 2009 Tax Organizer
- Tax Fee Worksheet and Phone Script
- Cross Selling Help Sheet System
- Cross Selling Questionnaires
- Welcome Letters
- Thank You Letters
- Reception Slideshow Presentation
- Direct Marketing Letters
Visit the Member's Only Resource Center
Find out more about 2020 Membership.
