How Advisors Can Form Win/Win Partnerships with CPAs (And The Mistake Most Make)

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  • Опубліковано 21 бер 2024
  • If you enjoyed this video, be sure to check out our 10 minute video on how to partner with CPAs
    • How to Work With More ...
    Every week we hear from an advisor that call CPAs, "Deal Killers." The truth is, they just haven't learned how to create win/win partnerships with CPAs because they don't really understand what it's like to walk in their shoes. During this short video, Anton Anderson shares a different way to approach and form partnerships with CPAs, one that truly addresses their biggest challenges and leverages the strengths of both professionals. Be sure to let us know in the comments what you think!
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КОМЕНТАРІ • 1

  • @DailyDoseOfFinance
    @DailyDoseOfFinance Місяць тому

    It just need true collaborative approach in financial planning. Using other strength.