Are you a Wealth Manager or Insurance Agent that’s not sure how to get introductions to CPAs? By the end of this video with Anton Anderson, you’ll know 3 easy questions that will lead to consistent CPA introductions.
This is a great way to get consistent introductions to new CPAs, as well as feed your current CPA partners new relationships. Win/Win!
Good CPA Partnerships lead to better clients, new business, inexpensive marketing, and quantum growth.
There’s no better way to grow your financial planning business than by intentionally developing strategic partnerships with CPAs, attorneys, bankers, and other professionals…and it all starts with the right questions.
Now that you know how to get the introductions…what do you do next?
We put together this free 20-minute video to walk you through EXACTLY how to transition those introductions into profitable partnerships. Click link below to see how we do it.