Build relationship with CPAs

Learn how to build more profitable, healthier relationships with tax and accounting professionals.

Often, Financial Planners offload work to the CPA without adequate communication, compensation, or information. Join this session to learn how to define clear boundaries with your tax planning partners so you can drive better outcomes for the client and drive deeper relationships.

3 Learning Objectives:

- Get credit for the value you add for clients

- Build a better relationship with your clients

- Build a better relationship with tax professionals