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17min chapter
Unlocking an Advisor’s Unique Ability with Guest Andree Mohr [Episode 276]
The Perfect RIA
Building Strategic Partnerships with CPAs
This chapter explores how Integrated Partners assists financial advisors in forging meaningful alliances with CPA firms to enhance business practices. It emphasizes the importance of intentionality, strategic planning, and effective communication in developing these partnerships, ultimately aimed at serving high net worth clients. Through case studies and insights, the discussion highlights the transformative impact of strong relationships and shared goals between advisors and CPAs.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode