ADVISORS NEED TO KNOW THIS IF THEY WANT TO WORK WITH CPAs
May 22, 2023 | By Elite Resource Team
Financial Advisors
One of the major reasons I struggled early on with CPA partnerships is because I didn't understand that it was a completely different race than I had ever run. I was an advisor - I was used to sprinting from client to client. But when I showed up to the CPA marathon with my sprinting shoes on, all I ended up with was injured ankles instead of gold medals!
In this video, I share details on the difference between working directly with end user clients vs. building strategic partnerships with CPAs.