Leveraging Virtual Resources to Better Collaborate with CPAs

Update: 2021-04-27

Description

In this episode Anton Anderson shares his best practices for providing value to CPA firms using Elite Resource Team’s in-house virtual family office. Anton also discusses his philosophy on why most financial advisors are typically not successful in forming relationships with CPAs and how they can take steps to change their process by focusing on collaboration.

Key Links

Learn more about Kuttin Consulting Group: https://www.kuttinconsultinggroup.com

Learn more about Elite Resource Team: https://www.elitert.com/

Learn more about CPA Alliance Coaching: https://www.kuttinconsultinggroup.com/cpa-alliances/

Submit yourself as a guest for the podcast: https://www.kuttinconsultinggroup.com/quantum-growth-for-advisors-podcast/

Connect with Jon Kuttin on LinkedIn: https://www.linkedin.com/in/jonkuttin/

Connect with Anton Anderson on LinkedIn: https://www.linkedin.com/in/antonjanderson

Comments

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Leveraging Virtual Resources to Better Collaborate with CPAs

#box-pro-ellipsis-175909842865677{-webkit-line-clamp:2;}Leveraging Virtual Resources to Better Collaborate with CPAs

Leveraging Virtual Resources to Better Collaborate with CPAs

Jonathan Kuttin

Leveraging Virtual Resources to Better Collaborate with CPAs