CPAs can be hard to reach. They're aloof, suspicious, and it can take years before they trust you enough to send you some clients.
Join Sean M. Bailey as he shows you how to successfully market to this important referral source.
Sean M. Bailey is the Editor In Chief of Horsesmouth. Over the last 20 years, Sean has interviewed hundreds of advisors about “what’s working” in their efforts to grow their businesses. The Financial Educator Marketing Workshop grew out of those conversations and the realization that advisors need help turning their technical knowledge about helping clients into a marketing approach that will help them help more people and grow their businesses.