The Key to Getting CPA Referrals
May 10, 2022
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By Devin Kropp, Horsesmouth Associate Editor and Sean Bailey, Horsesmouth Editor in Chief
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.