FREE CPA Alliance Training
You CAN Build A 100% CPA Referral Based Practice!
In this FREE training series I’m going to share with YOU the exact strategies used to take Dave Szabo of Sarasota Florida from
$5 Million to $28 Million of production in just 12 months working with only 1 CPA!
In this FREE video training series you’ll learn:
- Why CPAs are NOW more open to alliances with advisors than ever before!
- Why so many advisors fail when trying to build CPA alliances
- The 2 things you should never say when approaching a CPA
- The 4 myths advisors believe about CPAs that holds them back
- The number 1 challenge advisors face in securing CPA alliances, and how to overcome it.
I’ll also show you:
- A new dynamic interview style approach that will have CPAs competing to work with you!
- How to identify the best CPA candidates for potential alliances
- Exactly HOW to approach CPAs to gain the psychological advantage
- Step by step how to frame up the first interview and what to say to CPAs
- How to get CPAs to promote you to their client base
- How to position yourself as the CPA’s go-to trusted advisor
PLUS, you’ll have the opportunity to ASK any and all questions you have about how to work with CPAs successfully!
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