You Must Lead Your Clients and CPA Partnerships from Experience

February 2, 2023 | By Elite Resource Team
Financial Advisors

Advisors need to lead CPA partners and their clients, but they can only do that when they’ve been down the same path before.

In other words, don’t ask your CPAs to do things with their clients that you haven’t done with your clients. In this video, Anton Anderson explores this in more detail.