Get New Clients the Right Way | Advice for Financial Advisors - Partner with CPAs & Accountants
December 2, 2022 | By Elite Resource Team
Financial Advisors
Is it crazy to think that an advisor could “close” $900k of AUM in 15-minutes?
I used to think so, but that’s before I realized the power of a properly built accountant partnership.
In this week’s video, I share a real-life example of this power!