FINANCIAL ADVISORS TELL-ALL ABOUT SUCCESSFUL CPA ALLIANCES
September 4, 2020 | By Elite Resource Team
Financial Advisors
Wealth managers and insurance agents have a lot of opinions about building partnerships with CPAs.
Rather than telling you what we think…we decided it would be more helpful to share a recent Zoom discussion with 3 advisors that have built successful CPA alliances.
During this video, the advisors share:
- What was harder than they expected when they started with CPAs?
- What has been more exciting or rewarding than they expected?
- How did they find their CPA partners?
- What cases are they working on with their CPA partners?
- Why they’re excited about where this is going…
If you want us to teach you exactly what we taught Stephen, Kate and Justin…contact us here.