Sign up to save your podcasts
Or
Share Building Relationships with CPAs and Accountants – The Initial Steps with Joseph Greco
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Building Relationships with CPAs and Accountants – The Initial Steps with Joseph Greco
Join us today for a special episode of Quantum Growth for Financial Advisors where we delve into how we teach advisors that we coach at Kuttin Consulting Group about our own internal processes and systems to build relationships with CPAs and accountants. Today, we review the 1st and 2nd meeting process and framework that we
The post Building Relationships with CPAs and Accountants – The Initial Steps with Joseph Greco appeared first on Kuttin Consulting Group.
View all episodes
By Jonathan Kuttin
4.9
4141 ratings
Join us today for a special episode of Quantum Growth for Financial Advisors where we delve into how we teach advisors that we coach at Kuttin Consulting Group about our own internal processes and systems to build relationships with CPAs and accountants. Today, we review the 1st and 2nd meeting process and framework that we
The post Building Relationships with CPAs and Accountants – The Initial Steps with Joseph Greco appeared first on Kuttin Consulting Group.
More shows like Quantum Growth for Financial Advisors
View all
Notes on the Week Ahead
194 Listeners
THE ED MYLETT SHOW
14,024 Listeners
The Game with Alex Hormozi
4,455 Listeners
Bedros Keuilian Podcast Show
2,287 Listeners
Animal Spirits Podcast
2,024 Listeners
The Perfect RIA
462 Listeners
Making Sense
57 Listeners
Thoughts on the Market
1,298 Listeners
Kitces and Carl - Real Talk for Real Financial Advisors
244 Listeners
All-In with Chamath, Jason, Sacks & Friedberg
9,935 Listeners
Barron's Streetwise
1,566 Listeners
Barron's Advisor
114 Listeners
The Efficient Advisor: Tactical Business Advice for Financial Planners
135 Listeners
Moonshots with Peter Diamandis
545 Listeners
Thoughtful Money with Adam Taggart
414 Listeners