Bonding with CPAs—My Approach
AdvisorRadio Podcast for Financial Advisors by Horsesmouth
English - September 02, 2016 16:22 - 32 minutes - 14.7 MB - ★★★★ - 10 ratingsInvesting Business investing financialadvisor financialservices Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
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What's Working Now: This advisor devised a simple system to meet with CPAs for a short presentation about his firm, followed by a lunch that allows him to gain a deeper understanding of their pain points, business practices, and potential as referral sources.