How many CPAs do you know? More important, how many are you working with to develop your practice? If the answer is "none," it's time to make alliances with CPAs a key part of your business-building efforts.
Here's why: Almost 82% of wealth managers have told CEG Worldwide that referrals from other professionals, such as CPAs, are a very important source of new clients. What's more, referrals from other professionals are a key driver of these wealth managers' success. The same percentage of wealth managers (almost 82%) told us their five best new clients were the result of referrals from other professionals-almost five times the number whose top new clients came through the second-best method, client referrals.
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