Figuring Out: Power Partners CPA & Financial Advisor | Podcast

Описание: Did you know studies show that 85% of CPAs report increased client retention after forming strategic partnerships with financial advisors. Or that 78% of financial advisors see a boost in revenue when collaborating with CPAs.

Unlock New Revenue Streams and Enhance Client Service with Strategic Partnerships with Eric Mangold! 🚀

Tune into the latest episode of the W.T.F (We're Trying to Figure-Out) Series with Saul. Where Eric Mangold, founder of Argosy Wealth Management, unpacks how strategic partnerships can unlock new opportunities and enhance client satisfaction. he delves into the powerful synergy between CPAs and financial advisors. Don’t miss it!

In this episode, we explore:
🔍 The Challenges CPAs Face – Gain insights into the common hurdles and how to overcome them.
🤝 Benefits of CPA-Financial Advisor Collaboration – Discover how this partnership can drive revenue growth and improve client outcomes.
📈 Increasing Revenue and Growing Client Portfolios – Learn strategies to expand your business and enhance your service offerings.
🛠️ Practical Tips for Effective Collaboration – Get actionable advice on building trust and communication with your partners.

🎧 Watch here to get free credit: https://bit.ly/46RvfEx

🔗 Useful Links to Connect with the Speaker👇

• Website: www.emangold.com
• LinkedIn: linkedin.com/in/helpingphysicians
• Schedule a meeting: https://bit.ly/4dMEJTC

Need more info for your continuing education?

🔗 Schedule a Zoom Call here: https://bit.ly/44NakBE

#financialadvisors #cpa #podcast #businessgrowth #clientsuccess #partnerships #revenuegrowth #professionaldevelopment #financialplanning #certifiedpublicaccountant #irs

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