10 Power Questions and WWCPAs Study Groups. In phase 5 you’ll have the opportunity to learn the “10 Power Questions” used by Rao Garuda, a Winning With CPAs strategic partner, and 20 year top of the table producer, to open conversations quickly and easily with today’s affluent clients. Conversations that will inevitably lead down a path of planning. Again positioning you as the expert in areas of planning that really matter, areas of planning that other advisors are not focusing on and by failing to do so are not reaching the truly affluent client.
Another exciting component of phase 5 is the introduction to your WWCPAs study group. By progressing to this point in the program, you’ve proven your dedication to making strategic relationships with CPAs an integral part of your business. The power of Winning With CPAs study groups is in bringing together other like minded and highly driven advisors to learn from one another in a 2 day intensive training. These study group meetings are limited to 15 per group to ensure plenty of one on one training and opportunities to learn from other Winning With CPAs Advisors. At these events you’ll not only learn from one another, but additional industry experts brought in as guest speakers to help you grow in all areas of your business and life. These 2 day sessions in and of themselves are reason enough to push through the past 12 months. You’re going to glean a ton of implementable wisdom from this event!