Advice for Advisors Looking to Work With CPAs [Anton Anderson, CEO of Elite Resource Team]
February 20, 2024 | By Elite Resource Team
Financial Advisors
Have you ever met with an accountant with the hopes of establishing a strategic partnership, only to have them tell you, "we already offer financial planning." They could be referring to doing it in-house, or a referral relationship with another advisor...either way the chances are it's not actually working! So rather than concluding you are out of luck, use this simple approach to open up a great conversation.