Why There's Never Been A Better Time To Partner with CPAs

July 16, 2019 | By Elite Resource Team
Financial Advisors

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!