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How Do I Get Referrals From CPAs? [Episode 128]
Season 1 Episode 128
Most advisors are unable to get something that even resembles a referral from other CPAs. But why is that a challenge for so many advisors—and is there a change that can be made to your marketing efforts to potentially receive more referrals? Here to help break down this topic from the perspective of a CPA is Matthew's brother, Steven Jarvis, co-founder, CEO, and head CPA for Retirement Tax Services.
You can find show notes and more information by clicking here: https://bit.ly/3AzpWaU
Published on 4 years, 2 months ago