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April 27, 2021 55 min

In this episode Anton Anderson shares his best practices for providing value to CPA firms using Elite Resource Team’s in-house virtual family office. Anton also discusses his philosophy on why most financial advisors are typically not successful in forming relationships with CPAs and how they can take steps to change their process by focusing on

The post Leveraging Virtual Resources to Better Collaborate with CPAs appeared first on Kuttin Consulting Group.

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