Why Advisors & CPAs MUST Collaborate and Lead Clients [INTERVIEW]
May 13, 2022 | By Elite Resource Team
Financial Advisors
Accountants
In this video, Anton Anderson, Jena Wilson, Bob Coleman, and Ian Welham discuss the huge need for increased collaboration between key advisors.
Wealth managers, insurance agents, CPAs, and attorneys have been working in COOPERATION (at best) for too long, without truly COLLABORATING on their clients behalf. There's a huge need, and opportunity, for the key advisors to form truly proactive and holistic teams. Not only do clients end up with better results, but the professionals generate more revenue by solving bigger problems!