Stryde Advisors

Client Articles 6

• CPA Alliance
• Feasibility Study, What is It and Why & When Does It Need to Be Done?
• Results Call, Why?
• How Does a Client Activate Their Client Portal?
• How Can Cost Segregation Generate Immediate Cash Flow For My Client

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WOTC 14

• Can WOTC or Hiring Tax Incentives be taken on Existing Employees?
• How Do You Know If WOTC Is Already Being Taken Advantage Of?
• Isn't My CPA Already Taking Care of WOTC?
• Is WOTC Available In Spanish?
• Can H2B Employees Take Advantage of WOTC?

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ERC 1

• ERC Quarterly Payroll Reporting

Cost Seg 0

Service Overviews 5

• Service Agreement Overview
• Cost Segregation Overview
• R&D Overview
• Property Tax Mitigation Overview
• Employee Retention Tax Credit

Advisor Emails 3

• Make Hay When the Sun is Shining - B Harrington
• The Biggest Battle of Our Professional Lives - J Sanchez
• Elevator Pitch, Your First Step to Success

Scripts / Email Templates / Social Posts 2

• Email & Script: Existing Hiring Incentive Client Increase In Benefit
• Develop Your Elevator Pitch for Agents

IT Solutions 3

• Template (Without Visual Aid)
• How Do I Log Out of My Portal?
• Documents - File Not Found Error

General All Teams 2

• Webex, No Audio - No Sound?
• Webex, No Audio - No Sound?

Client and Portal Management 31

• How Do I Book a Call from an Existing Client Card?
• How Do I Book a Potential Client to Speak with an Expert?
• How to Share Social Posts
• How to Share Email Templates
• PATH Act and Start Ups

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Portal / Client Management 43

• How Do I Submit Client Documents
• How do I download leads from my Portal?
• How to Use Weekly Focus Activities
• How to Use the Support Solutions Base
• How Can I Run a Test or Demo Presentation Pro?

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General 26

• What professional attributes should a prospective Agent possess?
• Stryde Expense Reduction Service Agreement
• Do I need to complete a W9?
• Why Are Discovery Calls Booking with Account Manager and Not My Team Leader?
• Marketing Kit, What is It? How do I get one?

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Credit Card Merchant Audit 4

• Credit Card Audit Overview
• Credit Card Audit Monthly Sample Analysis
• Credit Card Audit FAQ
• Credit Card Audit Sales & Production Process

Workers Comp Audit 6

• Work Comp Audit Sales & Production Process
• Work Comp Audit FAQ
• Work Comp Audit Overview
• Work Comp Documentation Submission List
• Work Comp Audit LOA, What is It?

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Waste Audit 5

• Waste Audit Overview
• Waste Audit LOA, What is It?
• Waste Audit Service
• What is the process of a Waste Audit?
• Waste Audit-What is a Client Submittal Form?

Freight Audit 2

• Freight Audit Overview
• Freight Audit Shipper Questionnaires (FedEx & UPS)

Financial Services 19

• SRP - Stryde Financial Services Training
• Do I need a license to present Stryde Financial Services?
• Brokers, Dealers, & Compliance Officers Stryde Financial Services
• SRP - Stryde Retirement Program FAQs
• Financing Intake Form - Commercial Real Estate, Business, & Equities Portfolio Financing

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Access Healthcare 2

• How to Submit for Underpayment
• Stryde Underpayment Overview