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Client Referral Process to Alex Mora
Client Referral Process to Alex Mora
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
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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
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