Instructor

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Client Referral Process to Alex Mora

10 Weeks

All levels

2 lessons

0 quizzes

0 students

Overview
Curriculum
Instructor

Curriculum

3 Sections
2 Lessons
10 Weeks

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1. Receive instructions from Tax Specialist to handover client to Alex Mora from Mora Wealth Accountants
0
2. Complete a form saved in Dropbox for all structures for the client
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- 2.1
  Go to Dropbox: EI Dropbox Wealth SafePrecedentsStructure Set UpAustralia (Onshore)Structures1 FormsTransform Form – Client Details
3. Send an email
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- 3.1
  Email Content

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