As a financial advisor or insurance agent, it's hard to get a CPA to agree to work with you, BUT it's REALLY hard to get them to start introducing you to their clients.

However, there are 3 things that can help!

1. Consistent meetings between the advisor & CPA
2. A well-defined process that results in introductions
3. Scripts & templates for ALL client communication

In this video, Anton Anderson breaks down those 3 important keys and provides actionable advice.

If you found this video helpful and are not a part of Elite Resource Team's training community, feel free to schedule a call here to learn more: https://go.elitert.com/schedule-a-call

Also, if you'd like to see the video Anton references at the end of the above video, you can find that here:    • GET CONSISTENT CPA INTRODUCTIONS FROM...  

Continued success!