Advisors & Agents - Should You Share Fees with CPAs?

August 13, 2019 | By Elite Resource Team
Financial Advisors

We get a lot of questions from financial advisors and insurance agents asking if they should/need to share fees with CPAs. This is an important question, and is more complicated than many assume. In this video, Anton Anderson talks through which fees can be shared, the pros and cons of sharing, and the different ways to set up the ideal strategic partnership.