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.
FOR PRODUCER USE ONLY. NOT FOR USE WITH CLIENTS.
This content is for informational and educational purposes only and is not designed, or intended, to be applicable to any person's individual circumstances. It should not be considered as investment advice, nor does it constitute a recommendation that anyone engage in (or refrain from) a particular course of action.
The third party tools and information included in this communication have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Partners Advantage. Third party vendors are not affiliated with Partners Advantage. Each Financial professional should carefully consider and research the merits of any third party materials that are provided to their clients.