The Art of Collaboration
When 2 Tribes Stop the War: How Advisors & Accountants Form Win-Win Partnerships and Accelerate Business Growth by Leveraging a Virtual Family Office
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The Art of Collaboration
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Narrado por:
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Anton J. Anderson
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Paul Latham
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Jena Wilson
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In "The Art of Collaboration," Anton J. Anderson and Paul Latham offer a groundbreaking approach to transforming the way financial advisors and accountants work together. Drawing from their extensive experience and real-world success stories, the authors present a compelling case for embracing collaboration as the key to thriving in today's rapidly evolving financial services landscape.
This book is a must-listen for any advisor or accountant looking to break free from the "hamster wheel" of commoditization and the "boiling pot of tax season misery." Anderson and Latham introduce the Team Based Model, a proven system for building powerful partnerships between advisors and accountants that deliver holistic, proactive solutions to clients.
©2024 Anton J. Anderson and Paul Latham (P)2024 Anton J. Anderson and Paul LathamRelacionado con este tema
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Lo que los oyentes dicen sobre The Art of Collaboration
Calificaciones medias de los clientesReseñas - Selecciona las pestañas a continuación para cambiar el origen de las reseñas.
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Total5 out of 5 stars
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Ejecución5 out of 5 stars
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Historia5 out of 5 stars
- Anton J. Anderson
- 11-10-24
Great Insight on a VFO and COI Partnerships
Great insights for both advisors and accountants looking to attract more successful clients and works smarter not harder.
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Total5 out of 5 stars
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Ejecución5 out of 5 stars
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Historia5 out of 5 stars
- Jeffery Hill
- 11-12-24
Great blueprint to collaborate and scale!
"To read a book like "Who Not How" then to find a book directly related to my industry, gives a clear roadmap for what's next to come.
I think anyone who's in the financial services and CPA space needs to understand how the marketplace is asking for this type of partnership! Collaboration is the new currency!"
This was a great listen and I'll listen to it again. I heard some great phrases and examples to use with my clients and future CPA partnership.
Thanks for laying the foundation for us to build our practice on. I'm ready to implement when I learned to serve clients at a higher level!
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