Turn CPAs Into Referral Sources

Many financial advisors take the wrong approach to seeking referrals from CPAs, said Steven Jarvis, CPA, of Retirement Tax Services in his NAPFA Fall Conference presentation on “Delivering Massive Client Value Through Tax Planning in 2021.” Advisors go to networking events and ask CPAs to send them clients before they develop relationships with those CPAs. As a result, CPAs think of financial advisors as salespeople and try to avoid them, said Jarvis.

View The Full Article Here

Recommended Articles

Advisors’ Guide to Capital Gains Taxes and Tax-Loss Harvesting

Unlike income from working a job or operating a business, which is subject to tax...

Backdoor Roth Contributions – What Could Go Wrong?

For some taxpayers, so-called “backdoor” Roth contributions can be a great way to fill an investment bucket...

Do You Actually Have An Inherited IRA?

Words matter. At times distinctions may seem trivial, but how we think about certain topics...

5 Reasons Software Can’t be Trusted

“Well, the software let me do it.” This sounds more like something you’d hear from...

Are you looking for a tax team you can trust and can help you deliver massive value to your clients?

LET’S TALK

Turn CPAs Into Referral Sources

Recommended Articles

Advisors’ Guide to Capital Gains Taxes and Tax-Loss Harvesting

Backdoor Roth Contributions – What Could Go Wrong?

Do You Actually Have An Inherited IRA?

5 Reasons Software Can’t be Trusted

Are you looking for a tax team you can trust and can help you deliver massive value to your clients?

Great progress. Ready to go deeper?