ADVICE FOR ADVISORS WITH UNPRODUCTIVE CPA ALLIANCES
February 27, 2021 | By Elite Resource Team
Financial Advisors
It's hard to get a CPA to say "yes I want to partner with you." It's even harder to get the relationship to the point that it's a well oiled machine producing a consistent flow of business. But once you do...you realize it's a complete game changer and can take your business to new levels.
During this live discussion, Anton Anderson walks through a number of "best practices" with a member of Elite Resource Team's CPA training program to help him start producing more fruit from a relatively unproductive accountant partnership.
Great video for anyone looking to work in strategic partnerships with accountants and other strategic partnerships!