Five Essential CPA Strategies for Financial Advisors

Five Essential CPA Strategies for Financial Advisors

Raleigh: “My relationship with CPAs is a one-way street,” started Jay as we wrapped up our coaching session. He continued to gripe, “I give referrals and that’s where it starts and stops.  I’m starting to think CPAs are just a waste of time.”

Quite the contrary.  CPA relationships can be a fountain of new business opportunities but they do require a considerable amount of work.  The following are five essential strategies

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