WHY CPAs PARTNER WITH WEALTH MANAGERS AND INSURANCE AGENTS

“What’s in it for the CPA?” 

We get that question a lot. Although we cover a number of benefits for the CPA in other videos (more proactive planning, wider range holistic value, increase revenue, etc.), it’s always a tricky answer to give. 

Why? 

Because it’s not a prepacked solution that can be sold like a product. If you approach a partnership like a product, you’re a salesperson. 

The value of a CPA Partnership should be based on three variables: 

1. Where is the CPA’s business currently (A)? 
2. Where do they want it to be (B)? 
3. What’s stopping them from getting from A to B? 

Once we understand those three variables by diagnosing their situation, we have to determine if we are valuable enough as a professional to help get from A to B. 

Not confident you currently have the tools, skill set, and process to help CPAs address their biggest challenges?