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The Virtual Family Office: How To Nurture Advisor-CPA Relationships With Anton Anderson
To offer a more holistic and proactive client experience, establishing strong advisor-CPA relationships is crucial. In this episode, Jon Kuttin speaks with returning guest Anton Anderson, managing partner at Elite Resource Team. They explore strategies to win over CPA partnerships and get more referrals in a period of 90 days, along with marketing tips to
The post The Virtual Family Office: How To Nurture Advisor-CPA Relationships With Anton Anderson appeared first on Kuttin Consulting Group.
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By Jonathan Kuttin
4.9
4141 ratings
To offer a more holistic and proactive client experience, establishing strong advisor-CPA relationships is crucial. In this episode, Jon Kuttin speaks with returning guest Anton Anderson, managing partner at Elite Resource Team. They explore strategies to win over CPA partnerships and get more referrals in a period of 90 days, along with marketing tips to
The post The Virtual Family Office: How To Nurture Advisor-CPA Relationships With Anton Anderson appeared first on Kuttin Consulting Group.
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