How to Talk to CPAs So They Will Like You

Sign Up For Daily Newsletter: Receive one actionable marketing tip each DAY!

CPAs are perhaps the most valuable center of influence (COI) that a financial advisors could have; yet advisors mess it up. Here’s how to talk to CPAs to come across as a robust resource, an indispensable resource to their business, rather than a PowerPoint pushing nuisance.

Any questions? Send 'em in!

RELATED POSTS