Jeff Magson, COO Of Kuttin Consulting Group and former VP with Avantax, shares his strategies for how financial advisors should approach CPAs and building partnerships.
Key Links
Connect with Jeff on LinkedIn: https://www.linkedin.com/in/jeffmagson/
Learn more about Kuttin Consulting Group: https://www.kuttinconsultinggroup.com
Learn more about CPA Alliance Coaching: https://www.kuttinconsultinggroup.com/cpa-alliances/
Submit yourself as a guest for the podcast: https://www.kuttinconsultinggroup.com/quantum-growth-for-advisors-podcast/
Connect with Jon Kuttin on LinkedIn: https://www.linkedin.com/in/jonkuttin/
Connect with Shennandoah Connor on LinkedIn: https://www.linkedin.com/in/shennandoahconnor/