In this episode Paul Latham shares his thoughts on the traditional financial planning model as it relates to CPA relationships and how advisors can leverage technology and collaboration to help CPAs dispel their limiting beliefs behind working with other professionals.  Paul also shares his insights on where the CPA Industry is headed from HaydenRock's viewpoint

The post How to Influence CPAs to Change Their Thought Process and Dispel Limiting Beliefs appeared first on Kuttin Consulting Group.