Competing With Other FAs for CPA Referrals—How to Be First Among Equals

May 25, 2006
Print AAA
Add to My Archive
My Folder

My Notes
Save
CPAs are polygamous when it comes to making alliances with advisors. But if you can't be the only advisor a CPA works with, you can still be the one who stands out and garners the best referrals. CPA referral expert Daryl Logullo offers specific ways to do that in the latest post to the Referral Clinic and Blog-a-thon.

Read the Full Article Now
Take a 60-Day Free Trial

No credit card, no obligation
Financial Professionals only

Already a Horsesmouth member?

Member Login

IMPORTANT NOTICE
This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.

© 2024 Horsesmouth, LLC. All Rights Reserved.