1-Hour Audio Session (Instant Download) with Transcription & 9-page Workbook
How can financial advisors get their arms around relationships with CPAs who can then refer ideal clients to them on a regular basis?
In order to develop these meaningful relationships with CPAs, financial advisors must first understand the changing dynamics of the accounting profession. The major internal and external issues of CPA firms are changing clients’ needs, and the challenges in responding to that. Why do CPAs need to work with financial advisors, and why might they not want to?
Listen in on how a practicing CPA decides which financial advisor he refers his client to, and which one will never get a second thought.
This course is yours for only $47.00.
