Why Most Advisors Give Up Partnering with CPAs
The Process of Mastery: Beyond Simple Solutions
The Holmes Wisdom
Supreme Court Justice Oliver Wendell Holmes once said: "For simplicity on the near side of complexity, I would not give a fig. For simplicity on the far side of complexity, I would give my right arm." This profound insight reveals the true nature of mastery in any field.
Understanding True Value
Simple ideas before complexity offer little value. For instance, telling advisors to "form partnerships with CPAs" is basic advice that changes nothing. The real value comes from those who:
- Navigate the complexity
- Experience the failures
- Learn from setbacks
- Emerge with deep understanding
- Achieve genuine mastery
The Steph Curry Effect
Like Steph Curry's seemingly effortless free throws, true mastery looks simple but comes from years of complexity:
- Countless hours of practice
- Numerous failures
- Continuous refinement
- Muscle memory development
- Ultimate simplicity through mastery
The Reality of Success
Since 2014, over 1,200 advisors have been trained in CPA partnerships, but only a minority achieve significant success. Why?
- Underestimating the challenge
- Lacking persistence through difficulty
- Seeking easy solutions
- Avoiding necessary complexity
- Giving up when it gets hard
Embracing the Challenge
The path to success requires:
- Recognition that difficulty is normal
- Acceptance of complexity
- Persistence through setbacks
- Understanding that "this is what hard looks like"
- Commitment to long-term mastery
The reason few advisors achieve consistent CPA introductions isn't because it's impossible - it's because most give up when facing inevitable challenges. Those who persist through complexity reach a level of mastery that appears deceptively simple to others.
Remember: If building successful CPA partnerships were easy, everyone would do it. The difficulty is precisely what makes it valuable.