Quantum Growth for Financial Advisors

Quantum Growth for Financial Advisors


The Virtual Family Office: How To Nurture Advisor-CPA Relationships With Anton Anderson

January 26, 2022

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


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