 The bottom line, if you’re serious about getting more business from CPAs and attorneys, it’s time to start showcasing your practice."Matt Oechsli, author, Building a Successful 21st Century Financial Practice |
Are You Ready to Showcase to CPAs?
Matt Oechsli | WealthManagement.com, April 2016
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Summary: Would you recommend a restaurant without having eaten there? Probably not, and yet the risk is minimal; a bad dinner. Yet financial advisors expect CPAs to refer clients without personally experiencing their level of professionalism and expertise? This is high risk, as a bad experience with a referred advisor and the CPA is likely to lose a client.
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