Podknife - How Do I Get Referrals From CPAs? [Episode 128] by The Perfect RIA

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How Do I Get Referrals From CPAs? [Episode 128]

Podcast |: The Perfect RIA
Publisher |: Matthew Jarvis & Micah Shilanski, Finance Rockstars
Media Type |: audio
Podknife tags |: Business,; Investing,; Management & Marketing,; Personal Finance
Categories Via RSS |: Business,; Business News,; Investing,; News
Publication Date |: Oct 18, 2021
Episode Duration |: 00:27:00

Most advisors are unable to get something that even resembles a referral from other CPAs. But why is that a challenge for so many advisors—and is there a change that can be made to your marketing efforts to potentially receive more referrals? Here to help break down this topic from the perspective of a CPA is Matthew's brother, Steven Jarvis, co-founder, CEO, and head CPA for Retirement Tax Services.

You can find show notes and more information by clicking here: https://bit.ly/3AzpWaU

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