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Stephen and Kevin Show Episode 52: Five Must-Ask Questions When Meeting a CPA

How to talk to accountants and CPAs without a script and without just winging it.


It's the perfect time of year to reach out to accountants or CPAs. If you're about to sit down with a CPA for the first time, don't make the mistake of scripting out your entire meeting or — on the other hand — just winging it.

In this episode, Stephen and Kevin share five crucial questions to ask CPAs during your first meeting, ranging from their thoughts on other advisors to how they use social media.

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@StephenBoswell is President of The Oechsli Institute and author of Best Practices of Elite Advisors@KevinANichols is the Chief Operating Officer for The Oechsli Institute and author of The Indispensable LinkedIn Sales Guide for Financial Advisors.

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