• Increase Revenue by Partnering with Financial Advisor

  • Aug 15 2022
  • Duración: 27 m
  • Podcast

Increase Revenue by Partnering with Financial Advisor

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  • This episode centers around one of the more popular topics of conversation with CPA's - how to ethically and professionally grow you CPA practice revenue?

    Listen as Greg Shepard shares how simple this can be, but takes due diligence on your part to make sure it's done correctly and in the best interest of the client.

    Greg discusses why, until recently, tried to even attempt to form alliances with CPA's and attorney's alike. How he believed the "referral program" between CPA / financial advisor may not be the best idea for the client.

    Make sure to catch Greg's story about his home kitchen flooding earlier this year and how he uses this analogy to share with CPA's that clients don't care about revenue sharing if the end result is benefiting them.

    Lastly, Greg encourages CPA Planners out there to share their successes and failures with him regarding professional relationships with financial advisors - so we can all learn and do better going forward.

    Feel free to email Greg about your experiences - good or bad. greg@shepardfinancial.com
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