[FINANCIAL ADVISORS] How To Run First Meeting w/ Potential CPA Partner / Alliance

August 26, 2021 | By Elite Resource Team
Financial Advisors

Have you tried to form partnerships w/ CPAs and other COIs, but struggled in your meetings with them? If so, this video is for you. 

There are some really important things you want to know before you sit down (either in-person or virtually) with a CPA. This video will help you understand the meeting mindset, must-ask questions, and power statements. 

Before watching this video, you’ll find it helpful to watch this “pre-meeting” prep video: Center of Influence Meeting Tips for Financial Advisors

If you are serious about growing your practice through CPA partnerships, we can help.