CASE STUDY FOR FINANCIAL ADVISORS & INSURANCE AGENTS
How to Build Profitable and Rewarding 
CPA Partnerships
How we've helped Financial Advisors, Wealth Managers and Insurance Agents 
fill their calendars by using a Unique Value Proposition

How to Build Profitable and Rewarding 
CPA Partnerships
Your information is 100% secure
How we've helped Financial Advisors, Wealth Managers and Insurance Agents 
fill their calendars by using a Unique Value Proposition

Your information is 100% secure

LEARN HOW TO LEVERAGE TRUST BETWEEN A CPA AND THEIR CLIENT

Anton Anderson and Ken Smith
With 40 years of experience in the industry collectively, Anton Anderson and Ken Smith have coached over 1,000 advisors on how to build lasting and lucrative relationships with CPAs.
With 40 years of experience in the industry collectively, Anton Anderson and Ken Smith have coached over 1,000 advisors on how to build lasting and lucrative relationships with CPAs.
Work With a Warm Client 
Through Their CPA
Work With a Warm Client 
Through Their CPA
Who do you think people consider their most trusted advisor? The most trusted advisor is the CPA. Yet, 76% of people want their CPA to be offering more proactive planning. 

It creates an immense opportunity for an Advisor to bring value to their partner CPA and work together on solving their client's needs.
In Our Training Video You'll Learn
In Our Training Video You'll Learn
  • Why There's Never Been a Better Time to Partner with CPAs 
  • The Single Biggest Mistake Financial Advisors Make When Approaching CPAs
  • ​Key to creating a Win-Win-Win for you, the CPA and their client
Your information is 100% secure
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In the nature of transparency, we do make a special offer at the end only if you'd like help actually implementing these video ad tactics and strategies. Is it required? Absolutely not. Will you receive value & insight even if you don't want to speak together? 100% yes. Some people will take this training, implement it by themselves, and see breakthrough. Some people will see what's possible, and know that working together is just what they need to get results even faster. It's completely up to you but we hope that you'll at least participate in the free training, use it, and let us know what you think!

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DISCLAIMER: The sales figures and results discussed in this training are our personal results and in some cases the sales figures and results of previous or existing clients. These results may not be typical. References are used for example purposes only. Your results will vary and depend on many factors including but not limited to your background, experience, and work ethic. 


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