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As a follow-up to the previous Best Practice Video - Capture Tax Impact, here is another way to increase your chances of getting more referrals from a client's CPA or Tax Advisor.
As a financial advisor, you share clients with CPAs or Tax Advisors. Trying to establish a connection with those professionals is challenging. Other Financial Advisors are always reaching out to them to deepen the relationships. How do you stand out?
Check out this video for a unique and easy way to do so:
If you are not using Pulse360, consider scheduling your demo to see how you can increase referrals from CPAs.