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How Can Advisors Get Referrals from CPAs?
Some things just work well together, like cheese curds and french fries or CPAs and Financial Advisors. In this episode of Ask Us Marketing, Kalli and CA/US wealth and tax specialist Gerry Scott talk about how to get referrals from CPAs. As they say, it’s all about who you know!
Never miss an AUM episode! Sign up for our newsletter: https://kallicollective.com/newsletter/
and follow us on YouTube: https://www.youtube.com/@kallicollective/streams
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Kalli Collective is a marketing agency designed from the ground up to help financial planners and wealth management firms build relationships with their target audience through custom content and tailored websites. Let us do the heavy lifting while you enjoy the results. Visit us today at https://www.kallicollective.com/ to find out how we can give your brand a voice.
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By Savvy Advisor MarketingSome things just work well together, like cheese curds and french fries or CPAs and Financial Advisors. In this episode of Ask Us Marketing, Kalli and CA/US wealth and tax specialist Gerry Scott talk about how to get referrals from CPAs. As they say, it’s all about who you know!
Never miss an AUM episode! Sign up for our newsletter: https://kallicollective.com/newsletter/
and follow us on YouTube: https://www.youtube.com/@kallicollective/streams
--
Kalli Collective is a marketing agency designed from the ground up to help financial planners and wealth management firms build relationships with their target audience through custom content and tailored websites. Let us do the heavy lifting while you enjoy the results. Visit us today at https://www.kallicollective.com/ to find out how we can give your brand a voice.