How Advisors Can Form Win/Win Partnerships with CPAs (And The Mistake Most Make)

March 22, 2024 | By Elite Resource Team
Financial Advisors

Every week we hear from an advisor that call CPAs, "Deal Killers." The truth is, they just haven't learned how to create win/win partnerships with CPAs because they don't really understand what it's like to walk in their shoes. During this short video, Anton Anderson shares a different way to approach and form partnerships with CPAs, one that truly addresses their biggest challenges and leverages the strengths of both professionals.