Evolving Partnerships: Advisors and CPAs in a Post-COVID World

This chapter explores the changing dynamics between financial advisors and CPAs, driven by the challenges and adaptations necessitated by the COVID pandemic. It discusses innovative marketing strategies and personalized coaching programs that enhance collaboration, trust, and client engagement, emphasizing the importance of effective communication and content sharing. The conversation also highlights the growing role of CPAs in guiding clients through complexities in the financial landscape, showcasing optimism for future partnerships.