Integrated Partners ...unquestionably one of the leading financial service firms working with the CPA industry today... - Anthony Wood, President and CEO  more testimonials
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What You Will Learn

This educational workshop is designed to let you in on the strategies that we believe will make you successful in attracting and partnering with CPAs. This workshop:

  • Will provide you with access to a comprehensive system on how to find and approach CPAs. This includes letters, scripts, how to access a list of CPAs, etc.
  • Educates you on where the CPA’s ‘hot buttons’ are located, and how to speak their language.
  • Provides a system on what to do once you find a CPA, including how to build a presentation that will highlight your strengths and an outline of the benefits a CPA receives by partnering with a financial professional.
  • Gives you the tools necessary to assess the CPA’s practice and identify potential revenue growth.
  • Explains recommended strategies and tactics to use on CPAs that focus on the promotion of their expanded services, marketing to their internal client base, attracting new client relationships, and expanding revenue sources.
  • Teaches you how to develop a quality Action Plan that the CPA will quickly be able to implement and follow.

 








A proven system that provides you with the specialized knowledge and insights you need to partner with CPA’s and grow your practice.

For professional use only, not for use by general public.