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WHY CPAs PARTNER WITH WEALTH MANAGERS AND INSURANCE AGENTS
July 17, 2020 | Elite Resource Team
Ask Paul – A Look Into the Future Episode 52 – Expert Zone Positioning
June 30, 2020 | Paul Latham
Premium Financing Explained for Wealth Managers and Insurance Agents
June 26, 2020 | Elite Resource Team
Were You Taught an Outdated Approach to CPA Partnerships?
June 19, 2020 | Elite Resource Team
Ask Paul – A Look Into the Future Episode 51 – Giving Proactive Advice Today
June 18, 2020 | Paul Latham
Required Activity for Building CPA Partnerships For Wealth Managers and Insurance Agents
June 12, 2020 | Elite Resource Team
Ask Paul – A Look Into the Future Episode 50 – Being Relevant in a New World
June 3, 2020 | Paul Latham
HOW TO GET MORE LARGE CLIENTS FROM CPAs AND ATTORNEYS
May 22, 2020 | Elite Resource Team
DON'T DIE WITH YOUR MUSIC STILL IN YOU
May 8, 2020 | Elite Resource Team
4 SECRETS TO CONSISTENT CLIENTS FROM CPAs AND OTHER STRATEGIC PARTNERS
May 1, 2020 | Elite Resource Team
ESTATE PLANNING OPPORTUNITIES FOR FINANCIAL ADVISORS
April 24, 2020 | Elite Resource Team
KEY QUESTIONS TO IDENTIFY BUY/SELL AGREEMENT OPPORTUNITIES W/ PROSPECTS AND CLIENTS
April 17, 2020 | Elite Resource Team
Ask Paul – A Look Into the Future Episode 49 – What Would You Do Now?
April 16, 2020 | Paul Latham
Ask Paul – A Look Into the Future Episode 48 – Behind the CIQ
April 8, 2020 | Paul Latham
GET CONSISTENT CPA INTRODUCTIONS FROM 3 QUESTIONS
April 3, 2020 | Elite Resource Team
Ask Paul – A Look Into the Future Episode 47 – How Proactvitiy Works
April 3, 2020 | Paul Latham
TIPS FOR FINANCIAL ADVISORS WORKING REMOTE
March 27, 2020 | Elite Resource Team
CORONAVIRUS - THE IMPACT ON WEALTH MANAGEMENT AND INSURANCE
March 20, 2020 | Elite Resource Team
Ask Paul – A Look Into the Future Episode 46 – The BIZ Diagnostic™ Algorithm
March 20, 2020 | Paul Latham
Ask Paul – A Look Into the Future Episode 45 – The Importance of BIZ Diagnostic™
March 13, 2020 | Paul Latham