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So you've found the perfect CPA, and you'd like to forge a strategic alliance. How do you respond when she objects to sharing your fee? Here's an explanation of why splitting fees makes sense for all involved—especially clients.
Sure, you and your team have a nice referral groove going—but that's not proof that you're working well together. Here's how you can avoid the kinds of relationship breakdowns that prove hazardous to advisors and clients alike.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025