Quantum Growth for Financial Advisors

CPA Relationship Model – Building A Lasting Business Partnership


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In this episode, Barron's Hall of Fame Advisor, Jonathan Kuttin, shares the model he uses to build CPA partnerships. Jon walks through the key strategies he uses to leverage his existing client base to make connections with CPAs and to differentiate himself from other advisors targeting CPAs. Jon shares some of the lessons learned and

The post CPA Relationship Model – Building A Lasting Business Partnership appeared first on Kuttin Consulting Group.

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Quantum Growth for Financial AdvisorsBy Jonathan Kuttin

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