Do you know how much one CPA relationship might be worth to your business?
After you've watched this video, if you're interested in see exactly how we form win/win relationships with CPAs, here's a free training we put together.
Most financial advisors and insurance agents don't truly understand the massive potential that just one CPA relationship represents in terms of leads and actual revenue! In this video, Anton Anderson breaks down the EXACT math to prove why CPA partnerships are the best way for financial advisors and insurance agents to get more leads as well as grow their businesses, and do so in a way that creates a great win/win.
Need more leads? Want high quality prospects? Tired of cold marketing? Tried CPA referral relationships in the past but they didn't work?
There's no magic to it, we just have an information advantage. Not only have we been doing this since 2009, but we also have accountants and attorneys in-house, so we have the advantage of understanding exactly how to build CPA partnerships.
We have "cracked the CPA code" and have made it our mission to teach other financial advisors and insurance agents how to do it as well.
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