Have you ever met with an accountant with the hopes of establishing a strategic partnership, only to have them tell you, "we already offer financial planning." They could be referring to doing it in-house, or a referral relationship with another advisor...either way the chances are it's not actually working! So rather than concluding you are out of luck, use this simple approach to open up a great conversation.

Watch this video to learn more!

Here's the article mentioned in the video:
https://www.fa-mag.com/news/why-few-a...

If you'd like to learn more about our training on how to form strategic partnerships with CPAs, feel free to schedule a call here:
https://go.elitert.com/schedule-a-call