DISCOVER THE REVOLUTIONARY STEP BY STEP SYSTEM FOR CREATING STRATEGIC ALLIANCES WITH CPA'S TO ADD 10-20 NEW CLIENTS THIS YEAR!

Take Control of 2021... Get Instant Access To MyĀ Advisor Educational Kit! For Free! Just an email address!

How Many CPAs Could YouĀ Partner With If You Had A Complete System With An Action Plan That Was Written By A Top CPA And Strategic Alliance Coach?

What if the answer was only 1 CPA? Would that make a difference in your business? Well, after mastering this system you will not only know how to prospect for that CPA but exactly what to say and when to say it to build massive trust! This is only for financial advisors who want to crack the top 5% of the industry and raise your AUM by $100 Million!

STOP wasting your time!

You MUST have a proven and tested strategy when you approach CPAs from the very first call! The Client Acquisition Machine and the Turnkey System has changed business as we know it! This free download is a sneak peak of what you will learn.

What you can Expect!

This Advisor Educational Kit has two primary purposes: to serve as a resource guide and to be used as a training tool.

The kit has five key sections:

1. Setting The Stage

2. What Is Needed To Succeed

3. CPA Prospecting and Formalizing The Relationship

4. Wealth Management Integration and Business Development

5. Alliance Management, Accountability, and Support

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Take the First Step towards creating Successful Strategic Alliances with CPAs!!