The Key to Getting CPA Referrals

May 10, 2022 / By Devin Kropp
Horsesmouth Associate Editor and Sean Bailey
Horsesmouth Editor in Chief
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May Marketing Meeting: Horsesmouth advisors have found there’s a better way to build relationships with CPAs than just inviting them for coffee. We tell all in this month’s meeting, as well as looking at materials for the May marketing theme of retirement planning and previewing June’s marketing topic, estate planning.

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