How to Partner with CPAs [Wealth Managers & Insurance Agents]

February 24, 2022 | By Elite Resource Team
Financial Advisors

If you are a financial advisor or insurance agent you’ve probably heard countless times that a great CPA partnership can lead to a ton of new business. 

But how do you actually partner with CPAs? 

If it was easy, every advisor would have all the business they can manage coming from CPAs. 

The truth is…it’s not easy. For this reason, many advisors have grown frustrated with the idea overall and have declared that it’s all BS (or maybe recognized that it’s possible but about as easy as finding a needle in a haystack). 

In this video, Anton Anderson discusses the key aspects you want to be prepared to cover in a CPA meeting. 

It really comes down to getting clarity on three things: 

A = Where are they now 
B = Where do they want to go 
C = What are the major issues preventing them from getting from point A to point B

This video also discusses these videos: 

Getting introductions to CPAs

Creating your elevator pitch for CPAs

Free 1-page “cheat sheet” for CPA meetings