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Best Practice - Capture Tax Impact

Date: May 12, 2021

Here is a way to increase your chances of getting more referrals from a client's CPA or Tax Advisor.


As a financial advisor, working with a client throughout the year, there are going to be times that your recommendation creates a tax impact. Capture it, tag it and send out an email to the client easily. They can share it with their Tax Advisor.



If you are not using Pulse360, consider scheduling your demo to see how you can increase referrals from CPAs.

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