If you ask a hundred financial professionals to name the most influential centers-of-influence in their professional networks, most will put Certified Public Accountants (CPAs) and attorneys at the top of the list.

But there is one big problem with adding top CPAs and attorneys to a network. The competition is fierce because very other financial professional wants to cultivate them, too.

Continue Reading for Free

Register and gain access to:

  • Breaking benefits news and analysis, on-site and via our newsletters and custom alerts
  • Educational webcasts, white papers, and ebooks from industry thought leaders
  • Critical converage of the property casualty insurance and financial advisory markets on our other ALM sites, PropertyCasualty360 and ThinkAdvisor
NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.

Advisor Sales Strategies