Advisors - What To Say To CPA When They Already Have An Advisor (advice from Anton Anderson)

January 25, 2023 | By Elite Resource Team
Financial Advisors

If you’re trying to build strategic partnerships with CPAs you need to assume they already have an advisor (if not multiple) that they’re, “working with.” That’s par for the course my friends. The key is to anticipate that feedback and be ready to address it. During this video, Anton Anderson breaks down exactly how to do that.