Most advisors are unable to get something that even resembles a referral from other CPAs. But why is that a challenge for so many advisors—and is there a change that can be made to your marketing efforts to potentially receive more referrals? Here to help break down this topic from the perspective of a CPA is Matthew's brother, Steven Jarvis, co-founder, CEO, and head CPA for Retirement Tax Services. You can find show notes and more information by clicking here: <a href= "https://bit.ly/3AzpWaU">https://bit.ly/3AzpWaU</a>

Most advisors are unable to get something that even resembles a referral from other CPAs. But why is that a challenge for so many advisors—and is there a change that can be made to your marketing efforts to potentially receive more referrals? Here to help break down this topic from the perspective of a CPA is Matthew's brother, Steven Jarvis, co-founder, CEO, and head CPA for Retirement Tax Services. You can find show notes and more information by clicking here: https://bit.ly/3AzpWaU

Most advisors are unable to get something that even resembles a referral from other CPAs. But why is that a challenge for so many advisors—and is there a change that can be made to your marketing efforts to potentially receive more referrals? Here to help break down this topic from the perspective of a CPA is Matthew's brother, Steven Jarvis, co-founder, CEO, and head CPA for Retirement Tax Services. You can find show notes and more information by clicking here: <a href="https://bit.ly/3AzpWaU" rel="noopener noreferrer">https://bit.ly/3AzpWaU</a>

How Do I Get Referrals From CPAs? [Episode 128]

Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, this podcast is your blueprint for success.

Matthew and Micah don't talk theory; they share what has worked for them in the real world. They cut through the noise to deliver practical advice that you can implement immediately so you can make the most of your time—allowing you to spend more of it outside the office.

Whether you're a seasoned advisor or just starting out, The Perfect RIA podcast equips you with the tools and knowledge you need to excel.  Tune in and transform your advisory practice into a powerhouse of success.

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Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, this podcast is your blueprint for success. Matthew and Micah don't talk theory; they share what has worked for them in the real world. They cut through the noise to deliver practical advice that you can implement immediately so you can make the most of your time—allowing you to spend more of it outside the office. Whether you're a seasoned advisor or just starting out, The Perfect RIA podcast equips you with the tools and knowledge you need to excel. Tune in and transform your advisory practice into a powerhouse of success.

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How Do I Get Referrals From CPAs? [Episode 128]

How Do I Get Referrals From CPAs? [Episode 128]

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