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How To Approach CPAs and Build Partnerships
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:
The post How To Approach CPAs and Build Partnerships appeared first on Kuttin Consulting Group.
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By Jonathan Kuttin
4.9
4141 ratings
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:
The post How To Approach CPAs and Build Partnerships appeared first on Kuttin Consulting Group.
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