"This Financial Advisor Training Program has given me a conversation tracking system that benefits both the CPA and the Financial Advisor."

Scott Shaw, Financial Advisor

"The training program has given me a plan to work to convert my business to a team based model versus a cold calling and referral based model."

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Transcript:

I'm a Financial Advisor from Dallas, Texas. My prior experience was very limited with Cpas. I previously tried to solicit CPAS for referrals with no luck. This training has given me, a Financial Advisor, a conversation tracking system that benefits both the CPA and the advisor, which, I believe, is very beneficial. in addition, the advisor training program has given me a plan to work to convert my business to a team based model versus a cold calling and referral based model. I believe in time this will transform my practice, my attention, that's my plan. I would suggest to anyone consider this financial advisor training program if you truly want to build a practice working with CPAS and business owners.

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