Paul Saganey
Technology that empowers advisers is a key component of a successful strategy, but it is not, in and of itself, a strategy.
Throughout my career, every adviser I’ve worked with has had the same goal — to increase revenue while…
The window of opportunity to work with accountants on tax planning for this year is open, but not for long.
Now that you've made the decision to form a revenue-sharing relationship with an accountant, attorney, a P&C firm, or a bank/credit union professional partner, you are undoubtedly thinking about the first steps you should take in establishing this new relationship.
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.
To be referable to the clients of CPAs, you need to be recognized as being a top 2% financial adviser. Are you?
