Advisors MUST Understand This Before Trying To Form Strategic Partnerships with CPAs

October 22, 2021 | By Elite Resource Team
Financial Advisors

Before you start meeting CPAs to discuss strategic partnerships you need to understand that 95% of them already have a relationship with 1 or more advisors. If you’re surprised by that, it’ll end the discussion. You need to be prepared for that to come up and have a plan on how to handle it…which Anton Anderson walks through step by step in this video.

Also, in this video Anton discusses a previous video that broke down the ideal “elevator pitch.” You’ll find that video here: How To Explain What You Do (Wealth Managers and Insurance Agents)