 You should meet with every CPA of your top 25 clients. After all, you are both professionals servicing the same client.”Matt Oechsli, author, Building a Successful 21st Century Financial Practice. |
Financial Advisor/CPA Celebration Time
Matt Oechsli | wealthmanagement.com, April 2015
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Summary: “Your talk made me uncomfortable,” confessed Terry, with a pained expression on his face, “I know what I need to do – I need to develop better relationships with the CPAs I’ve been targeting, but they’re swamped in the weeks leading up to April 15th
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