INTERVIEW WITH SUCCESSFUL ACCOUNTANT ABOUT ADVISOR OPPORTUNITY

During this interview, Paul Latham shares with Anton Anderson some great insights on the current opportunity for advisors and accountants to form strategic partnerships! 

Paul grew and sold his accounting firm for $45m by evolving his firm by working with a team of professionals to offer proactive and holistic planning to his clients. 

Here’s a summary of the key points: 

• Why advisors and accountants are working harder and faster for less money
• How you can help accountants build more valuable businesses (while growing your business in the process)
• The importance of the next 2 – 3 year window of opportunity
• Why virtual has shifted us 5 years forward in 5 months
• How to approach growth-minded accountants for partnerships
• What percent of accountants are the ideal partners for you

If you’re focused on growing your wealth management or insurance business, strategic partnerships with accountants is arguably the BEST way!