How To Explain "Outdated Referral Model" vs. "Team-Based Model" to Accountant [ADVISOR MUST WATCH]

June 25, 2021 | By Elite Resource Team
Financial Advisors

Accountants are sick and tired of financial advisors approaching them just to get referrals. It's annoying. It's selfish. It's distracting. And it's desperate.

However, accountants do need help. Their industry is changing. They're working harder and harder for less and less money.

But they don't need help in the old way (the outdated third party referral model).

They need a team of professionals that can help them deliver more value to clients, run a better (more profitable) business, and have a better work/life business.

In this video, we break down exactly how you can help them do that. And as a result, create a HUGE win/win/win partnership.

If you're interested in building these types of partnerships with accountants but don't want to reinvent the wheel...we can show you how we've helped over 1,000 other advisors do it.