How do top advisors shorten their sales cycles? They build relationships with prospects before they’ve even met them.
In this episode, Matt Halloran talks to Larry Sprung, founder of Mitlin Financial, about the importance of being vulnerable and showing your authentic self to connect with prospects. Plus, Larry shares…
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Do you want to build deeper relationship 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.
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