Raleigh: “My relationship with CPAs is a one-way street,” started Jay as we wrapped up our coaching session. He continued to gripe, “I give referrals and that’s where it starts and stops. I’m starting to think CPAs are just a waste of time.” Quite the contrary. CPA relationships can be a fountain of new business opportunities but they do require a considerable amount of work. The following are five essential strategies for maximizing ...
WealthManagement.com Freemium Content
"Printer-friendly" is FREE to access as a registered user on WealthManagement.com.
Why Register for WealthManagement.com? It's simple and free, and here is what you get:
- Reuters' dedicated Wealth Management news coverage, every single day.
- Interactive rankings of brokers and independent advisors.
- Access to our lively users’ forums to get inside info from fellow advisors.
- Insights from our proprietary research on topics like social media and practice management.
- Unlimited access to the Value My Practice profile tool.