Question: How do I get CPA’s to work with me and reciprocate business?
Answer: Offer a program that allows you the opportunity to get in front of CPA’s?
Question: How many CPA’s can I expect to get in front of?
Answer: In a higher CPA demographic area, it is common to have approximately 20-40 CPA’s attend an event.
Question: What type of event will draw CPA’s?
Answer: A program that offers CPE credits, which all CPA’s need.
Advisors Circle has a program to get you in front of 20-40 CPA’s.
CPA’s need continuing professional education as you do. We offer 4 hours of CPE on:
- The fundamentals of fixed annuities.
- A review of fixed indexed annuities.
- The fundamentals of life insurance.
- Planning applications with life insurance.