ADVISORS - Learn How To Make CPAs Your Allies NOT Adversaries!

As an advisor, how do we turn a prospect or client's CPA from an adversary to an ally? This is a VERY important skill - and one that's worth mastering. In this video, Anton Anderson breaks down the mistakes that most advisors make, and what you can do instead!
If you find this video helpful and would like to form profitable partnerships with CPAs to work with more high net worth clients, check out this video: • Working with High Net ...
Continued success!
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[@jasonbrittanykelley1305]

Hello, this was a great video. You mentioned in the video that you would link some template language for an intro email to a CPA. Can you link that, please? Thank you in advance!

[@EliteResourceTeam]

Thanks for the feedback! Sure, here's a link with template language: docs.google.com/document/d/1X-5RpLzUb7A9Ck9blk-fxjA5yKjHg4CM/edit

[@jasonbrittanykelley1305]

Thank you!@@EliteResourceTeam

[@EliteResourceTeam]

our pleasure!@@jasonbrittanykelley1305

[@InamulKabir-tz1vv]

Nice