Financial advisors and insurance agents have always heard that CPA partnerships can make a huge impact on their business. However, very few of us have actually built successful and sustainable CPA partnerships.

 

In this video, Anton Anderson talks about why that is, and spends time breaking down:

 

1. Out of every 100 CPAs, how many are actually a good potential partner

2. Why most advisors don't deserve good CPA partners

3. The 3 key characteristics you're looking for in a good partner

4. The importance of having a Unique Value Proposition, and how to develop one.

 

Hope you find it helpful!