Mar '23 in General discussion
Working together
Christen and I have been working closely on some ERTC cases that have turned out very well. I work with business owners on their employee benefit plans primarily. I asked Christen if I could send her some of these clients to do planning. I sent her three prospects for planning so far this month. These were just people I know. We agreed to work together on some leads also. We will split the cost with the Terrance McMahon Anywhere Advisor leads. We agreed that I would do the EP Navigator Estate planning online service and then set the stage for Christen to do the Asset planning. I am currently studying the details of the EP Navigator to get myself up to speed and more proficient. This is working out very nicely for additional streams of income.
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Working together
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