HOW ADVISORS CAN INCREASE REFERRALS FROM CPAs
May 15, 2023 | By Elite Resource Team
Financial Advisors
As a financial advisor or insurance agent, it's hard to get a CPA to agree to work with you, BUT it's REALLY hard to get them to start introducing you to their clients.
However, there are 3 things that can help!
1. Consistent meetings between the advisor & CPA
2. A well-defined process that results in introductions
3. Scripts & templates for ALL client communication
In this video, Anton Anderson breaks down those 3 important keys and provides actionable advice.