Building strategic alliances with CPAs is one the most effective ways to generate a steady stream of referrals and capture millions of dollars in new assets under management. Yet even advisors who understand such alliances say they need help connecting with accountants.
I think many of these frustrated advisors are making one big mistake: They dont take the time and effort to understand accountants challenges, concerns and culture. Consequently, they lack empathy toward CPAs and thats a key factor in forming a lucrative alliance with an accounting firm.
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