Episode 141: Building a COI Referral Network: Working with CPAs

Update: 2024-03-28

Description

Paul Saganey, Founder & CEO of Integrated Partners, has cracked the code of supercharging growth. He helps advisors succeed with much larger clients than their existing books, and pairs that up with a deep understanding of how to build a COI network with the "grail" of referrral sources: CPAs.

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Episode 141: Building a COI Referral Network: Working with CPAs

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Episode 141: Building a COI Referral Network: Working with CPAs

CION Investments

Episode 141: Building a COI Referral Network: Working with CPAs