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    Oscar Toledo

    Brokerage Consultant for Partners Advantage

    Recent Posts

    6 Steps You Can Take to Partner with a CPA to Gain New Clients

    Posted by Oscar Toledo on Wed, Jan 16, 2019 @ 12:00 PM

    The economic times of today leave many financial professionals searching for ways to find new prospects. One way to help fill up your appointment calendar throughout the year is to team up with a CPA. Accountants are typically eager to become partners, as it can be a beneficial relationship for both of you.

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    Tags: business management

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