HOW ADVISORS CAN INCREASE REFERRALS FROM CPAs

May 15, 2023 | By Elite Resource Team
Financial Advisors

As a financial advisor or insurance agent, it's hard to get a CPA to agree to work with you, BUT it's REALLY hard to get them to start introducing you to their clients. 

However, there are 3 things that can help! 

1. Consistent meetings between the advisor & CPA

2. A well-defined process that results in introductions

3. Scripts & templates for ALL client communication 

In this video, Anton Anderson breaks down those 3 important keys and provides actionable advice.