CPA Alliance

Nov 2, 2016

  1. Bwell86

    Bwell86 Expert

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    After years of slowly forming a professional and personal relationship with my CPA, he has agreed to join me in a professional alliance. He had a contract with Ceterra for over five years, but has been looking at moving all year. My company allows us to partner with licensed professionals and share in commissions from there referrals.

    This could be huge for both of us, but I am always cautiously optimistic. He has limited experience with life insurance and is not a big fan of most annuities. He does have a lot of mutual fund clients.

    Does anyone have any experience with a partnership like this? If so, any advice would be appreciated. Thank you.
    Bwell86, Nov 2, 2016