3 THINGS CPA MUST HAVE TO BE GOOD STRATEGIC PARTNER FOR FINANCIAL ADVISORS
December 19, 2022 | By Elite Resource Team
Financial Advisors
There are 3 things every advisor should be looking for in a potential CPA strategic partnership. In this video, I share those items and breakdown exactly why they’re so important to find out in the very first meeting.
It is much better to disqualify a CPA as a potential partner than it is to spin your wheels for 6 – 12 months and have nothing to show for it!