Great Line From a CPA for You To Copy

Imagine being able to look any client, experiencing any problem, in the eyes and saying to them, “Do you finally want to do something about this issue? Because if you do, I have the team that can help.”

We were in a meeting the other day, and a CPA told us that forming a partnership with an advisor in our training community and leveraging our virtual family office was the most powerful thing they've ever done in business.

After years of not having answers for successful clients experiencing hefty tax and business problems, he can finally look them in the eyes and ask them if they would like to do something about their issues because his team can help. He said it was hard to put into words how big of a difference this made for him and his confidence in working with new clients.

In this video, I go into more detail on the story and share a few suggestions on how you can replicate that same experience. Hope you enjoy it!