This 30-minute Meet & Greet is designed to introduce you to the Tax Partner opportunity with Her Financial Services. During this session, I’ll learn more about you, your goals, and your experience. I’ll also walk you through the full partnership process, explain what’s required to get started, and outline everything that’s included in this position.
We will cover:
• Partnership expectations & responsibilities
• Required documents and onboarding steps
• Software, tools, and support provided
• Commission structure & earning potential
• Training, mentorship, and ongoing resources
This session ensures you fully understand the role and helps us determine if this partnership is the right fit for both of us.
