The Anatomy of a CPA – GMG SalesCast
Everything you need to know about CPAs.
- The three types of CPA firms
- Understanding the CPA/Client relationship
- What motivates a CPA
- How to get in front of more CPAs
Plus, we start the episode with a story from David, an Advisor in PA.
Links referenced in the SalesCast:
- Article mentioned in Munir’s question (which he shared with the client that convinced them to move forward). Do you Have a ‘Tax Preparer’ or a CPA?
- Article mentioned by Ryan as a great piece to send to CPAs. CPA Alliances
Ask a Question or Share a Story for an upcoming episode. Open the GMG Savings App on your cell phone, click the “Contacts” tab, and share it today!
Two ways to listen each week:
- In the app, click on “SalesCast”
- Search the iTunes Podcast Store for “GMG SalesCast” (or click HERE)
Latest posts by GMG SalesCast (Posts)
- The First Tax Season Ends but an Even Bigger One Begins - April 14, 2014
- Stop Cross Selling and Start Bundling – GMG SalesCast - March 20, 2014
- 4 Steps to Goal Setting and Accountability – GMG SalesCast - March 10, 2014