This is a timely and incredibly important video for you to watch right now!
Here’s why – Tax Season is almost over and every CPA is going to meet with their mid-to-high net worth clients to have their “Financial Planning Strategy” sessions… and I’m CERTAIN that you want to receive their referrals.
After 12 years of teaching Advisors an exact 12-step system for how to initiate, nurture and maximize referral relationships with CPAs and Attorneys…
I can’t take it anymore… I have to go public with this lie and fix this TODAY!
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