How to use CPAs to attract new business
Though the trend of CPAs seeking financial advisory licenses does exist, many successful CPAs believe partnering with top financial advisers is their best way to bring optimum services to their clients.
As I have built my practice through strategic and professional partnerships, I am often asked: How do I effectively work with CPAs?
Advisers understand the benefits of having a revenue-sharing relationship with top accounting firms. Conversely, more and more CPAs have been getting licensed as advis
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