The Virtual Family Office: How To Nurture Advisor-CPA Relationships With Anton Anderson
Quantum Growth for Financial Advisors
00:00
Building Effective Partnerships: Advisors and CPAs
This chapter explores the essential dynamics between financial advisors and CPAs, focusing on the importance of a mutually beneficial relationship for successful collaboration. It introduces structured strategies and a 90-day coaching program aimed at fostering communication, accountability, and ongoing growth in their partnerships.
Transcript
Play full episode
