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  1. All Episodes
  2. 2016
  3. 11

How I'm Building Relationships with CPAs through Teaching Them About IRAs

Nov 28, 2016

What's Working Now: This advisor is connecting with CPAs by teaching them about IRAs and awarding CPE credit! Learn how he's doing it here.

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Engaging My Clients With Painting and Shredding Events

Nov 14, 2016

What's Working Now: This advisor bonds with her clients and prospects through smaller client events that don't break the bank, such as painting and shredding parties, and an ongoing financial book club.

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