If you want to leverage referral relationships with CPAs and Attorneys in your city – this is a MUST WATCH video for you.

In this video, I’m going to tell you what 3 critically important mistakes Advisors make within the first 10 minutes of meeting with a CPA… that more often than not – causes the immediate end of any potential referral relationship.

I will tell you how to avoid and FIX these mistakes – so you can create strong, viable referral relationships from the very first handshake.

If you want to learn how to initiate a referral relationship – the right way – fill out the form below to gain instant access to the video.

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