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.

Lee Lawrence

Congratulations to Lee Lawrence for getting off to a fast start! Lee came to Winning With CPAs with an existing CPA relationship in place that just hadn’t produced much results. Lee used the concepts we teach in WWCPAs to take his existing CPA relationship to another level. The CPA Lee formed the alliance with has 1,000 clients, and has opened her office to him, allowing Lee to be the “in-house” advisor. As such Lee has already gained 3 new clients and written $250,000 in

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annuity premium. Great job Lee!

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