Finding Right-Fit CPA Partners (The Opportunity Is Now!)

  • Ways to tap into Integrated Partners’ network of 160 CPA partners
  • How to initiate conversation and start a relationship with CPAs
  • The ideal revenue-sharing split
  • Branding and marketing tips to uniquely position your CPA partnerships
  • Why now is the best time to act if you’re an advisor looking to work with a CPA

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