ADVISORS MUST ASK THIS QUESTION TO GET CPA INTRODUCTIONS

Many financial advisors and insurance agents think it's hard to find CPAs, but it's actually NOT! 

There's a remarkably easy way to ensure you're getting a consistent flow of new CPA introductions from prospects and clients. 

During this video, I summarize the approach and roleplay the question. 

If you're an advisor looking to build strategic partnerships with CPAs, your goal should be 4 introductions per week to new CPAs, which will result in 1 - 2 CPA meetings. Do that for 3 months and you will have met with 12 - 24 CPAs, which should result (if you're running the meetings correctly) in your 2 - 3 strategic partnerships. 

There's the math and the "formula" to successful CPA partnerships (which will radically change your business). The question is, will you do it? 

If you'd like us to be your guide along this journey, we've done it hundreds of times before with advisors and would be happy to help you save time and create more results.