In this episode Anton Anderson shares his best practices for providing value to CPA firms using Elite Resource Team’s in-house virtual family office. Anton also discusses his philosophy on why most financial advisors are typically not successful in forming relationships with CPAs and how they can take steps to change their process by focusing on
In this episode, Barron's Hall of Fame Advisor, Jonathan Kuttin, shares the model he uses to build CPA partnerships. Jon walks through the key strategies he uses to leverage his existing client base to make connections with CPAs and to differentiate himself from other advisors targeting CPAs. Jon shares some of the lessons learned and
Jeff Magson, COO Of Kuttin Consulting Group and former VP with Avantax, shares his strategies for how financial advisors should approach CPAs and building partnerships. Key Links Connect with Jeff on LinkedIn: https://www.linkedin.com/in/jeffmagson/ Learn more about Kuttin Consulting Group: https://www.kuttinconsultinggroup.com Learn more about CPA Alliance Coaching: https://www.kuttinconsultinggroup.com/cpa-alliances/ Submit yourself as a guest for the podcast:
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
When you first start your practice, all of your energy and attention goes into building a client base as quickly as possible. This entails the usual advisor marketing activities such as networking, client events, referrals, and direct outreach to prospects. This is what I like to call “eat now” marketing. In this approach, your