This is a training video that we pulled out of our CPA Team Based Model Training Program for Financial Advisors and Insurance Agents. In this video, we talk about:
- Why There's Never Been a Better Time to Partner with CPAs
- How to Approach CPAs with a Unique Value Proposition
- How to Partner to Create win/win/win Relationships
- How Clients Benefit from Partnerships
We hope you enjoy the free training!