Referral Versus Team
March 21, 2018 | By Elite Resource Team
Financial Advisors
Although CPA referrals sounds like a good idea, it's OUTDATED and doesn't create a win/win.
Why is it better? Because CPAs need help solving their client's complex problems and you can step in and leverage the existing relationship and trust that the CPA already has built with their clients, rather than having to try to build that yourself.