3 Ways To Get More CPAs To Refer You

refer

Financial advisors tend to see the relationship between advisors and CPAs as strategic, well-balanced and win-win. From your vantage point, you’re bringing value to the relationship by providing your services. And the CPA is bringing value to it when they refer you to their clients. Unfortunately, CPAs don’t usually see things the same way. The reality is, CPAs often view forming a professional relationship with a financial advisor to have little to no benefit to them. From their perspective, … [Read more...]