Are you interested in receiving mid-to-high net worth referrals from successful CPAs in your city?

Now that Tax Season is over, every CPA is going to meet with their mid/high net worth clients to have the “Financial Planning Strategy” meeting that they didn’t have time for during tax season.

We have successful CPAs in your city that have been
pre-screened and pre-qualified that are actively looking to meet, work with and/or refer to a qualified Advisor.

We will teach you everything you need to know about how to initiate, nurture and maximize every referral relationship and how to receive your first referral within 60 – 90 days of meeting the CPA.

If you’re interested in learning more, fill out the information below:

    What is the size of your practice?

    What is your biggest challenge?


    No, thanks. Take me to the tele-class information.

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