How to Build, Secure, and Maintain High-Value Partnerships with Apartments, Daycares & Local Businesses + Workbook

Unlock the partnership strategies that helped Trusted Financial Services build powerful relationships with apartment complexes, daycares, local businesses, and community organizations relationships that turn into loyal clients year after year.

In this high-value training, we will down the exact approach I use to secure partnerships , including how I show up, what I bring, what I say, and how I follow up. This isn’t theory this is the real, relationship-driven method that works.

Whether you’re a new tax preparer or an experienced pro looking to expand, this presentation will teach you how to:

• Build genuine, long-lasting community partnerships
• Confidently approach apartment complexes, daycares & local businesses
• Present your offer without feeling salesy or pushy
• Use gifts, marketing materials & on-site events to stand out
• Host high-impact events that attract residents and families
• Keep partnerships active all year long
• Turn “not right now” into “yes, let’s do it”
• Position yourself as the trusted tax resource in your city

You’ll walk away with the exact scripts, templates, and real-world strategies that Torchá uses inside TFS plus a clear plan you can implement immediately.

If you’re ready to grow your tax business through community connection, this is the workshop you don’t want to miss.