Many wealth managers and insurance agents make the mistake of thinking any CPA, EA, or tax preparer will make a good strategic partnership. As a result, they waste time (and often money) trying to fit a round peg into a square hole. Half the battle is just knowing what you’re looking for in a good partnership. In this video, Anton Anderson walks through the ideal characteristics of the types of CPAs you want to build strategic partnerships with.
If you find this video helpful, we’d be happy to walk you step-by-step through the next steps (how to contact them and establish the partnership).