104: How to Create CPA Partnerships to Build Your Practice
August 24, 2023 – (34:08)
Partnering with CPA firms can be a big part of business for most financial professionals. Jon Kuttin returns to the podcast and shares how to leverage CPA partnerships to grow your practice.
As financial advice evolves from just a transactional relationship, financial professionals can benefit by taking an interest in their clients' brain health. Dr. Marc Milstein shares easy lifestyle changes to share with your clients.
Jon Kuttin is not affiliated with Hartford Funds