Welcome to The Strategic Alliance Advisor. The SAA is a weekly blog written by Brandon Stuerke, Creator of Winning With CPAs as a platform to shares insights and strategies that you can use in your practice to build your own strategic alliances. The Strategic Alliance Advisor can also be read on lifehealthpro.com and ProducersWeb.

Jim Mescall & Lu Zamores

Congratulations to Jim Mescall & Lu Zamores who in just 3 months

working as a team have formed alliances with 2 large CPA firms, totaling over 5,000 potential new clients between 2 practices. Jim and Lu have even been invited to the CPA’s practice this tax season and are being positioned as the “in-house” advisors. Great job guys!

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