As Accountants become the Most Relevant Advisor and proactively help their best clients, there may be times they need to bring in an expert.
Introducing an expert allows the Accountant to extend their team and add additional value so that they can help their clients in areas far beyond traditional Accounting without the risk of losing control with a 3rd party referral.
With the industry on the fast-track to "going virtual," introducing specialists from across the country is easier than ever.
This week, Paul speaks with special guest Joel Grushkin, a Cost Segregation expert that is a part of our Virtual Family Office.
Joel shared some of the best practices when adding a virtual expert to your team, how to build deeper, more meaningful relationships with clients, and why now is a great time to utilize Cost Segregation at your firm.