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Do you want to build deeper relationships with CPAs in your area so you can upscale your business?
In this episode, Matt Halloran talks to Robert Sandrew, the Chief Growth Officer at Integrated Partners, about how to build beneficial relationships with CPAs that are grounded in trust.
Robert discusses:
- How Integrated Partners helps CPAs identify the right clients to introduce to advisors
- What it means for advisors and CPAs to be integrated (it’s not just about “passing a lead”)
- How CPAs define and measure the success of their relationships with advisors
- And more