Many advisors are disappointed by the result of their efforts with CPAs. Part of this disappointment is due to the fact that many advisors aren’t following a proven process for developing CPA relationships. The other main reason advisors are disappointed is because they set unrealistic expectations about how CPA Alliances will work and how
Many advisors get a number of things wrong when it comes to pursuing alliances with CPAs and other Centers of Influence. The main thing they get wrong is how they treat a CPA building initiative within their own practice. A piece meal approach is not effective at securing profitable CPA relationships, neither is a
This post is part two of a two-part series. Businesses experience challenges constantly. From labor shortages to shifting customer demands, businesses are always having to evolve and shift in order to stay profitable and grow. The pandemic has brought a new level of challenge to business, one that is not only intense, but that
This post is part one of a two-part series. The covid-19 pandemic has stretched farther and deeper than any of us had anticipated. It has created many challenges and left us mired in a sea of negative media and misinformation. Amid the chaos, a few steady, positive voices have held close to messages of