Who is the document for?

Any financial professional who has ever:

Considered partnering with a CPA

Has tried to work with CPAs but Failed

Trying to take your practice to the next level.

Strived to close more sales

What can you expect?

This Advisor Educational Kit has two primary purposes: 1) to serve as a resource guide and 2) 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