Hellow guys, Welcome to my website, and you are watching You Must Lead Your Clients and CPA Partnerships from Experience. and this vIdeo is uploaded by Elite Resource Team at 2023-02-02T07:01:15-08:00. We are pramote this video only for entertainment and educational perpose only. So, I hop you like our website.
| Name | You Must Lead Your Clients and CPA Partnerships from Experience |
| Video Uploader | Video From Elite Resource Team |
| Upload Date | This Video Uploaded At 02-02-2023 15:01:15 |
| Video Discription | 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. If you want to work with CPAs to increase mutual client value, feel free to schedule an initial strategy session with us to see if we can help. We’ve worked with some of the largest names in the industry! Schedule your call here: https://calendly.com/45-min-strategy-session/60min |
| Category | Entertainment |
| Tags | Financial advisors | insurance agents | wealth managers | cpas | cpa | accountants | partner with cpas | cpa partnerships | cpa referrals | cpa referral model | how to get referral | ask for referral | add value | provide value | business owners | business owner clients | tax planning | advanced tax planning | advisor marketing | sales | clients | leads | financial planning | retirement planning | risk management |
