 We look for ways of making ourselves a resource for them; we don't ask for referrals. We try to work with them as a team — and the referrals just naturally flow.”
Helen Modly, Focus Wealth Management.
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Targeting CPAs for referrals requires careful approach
Liz Skinner | InvestmentNews, February 2014
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Summary: Advisers looking to build relationships with accounting professionals should take a deliberate approach and recognize that right now — as certified public accountants are gearing up for their busiest days of tax season — is probably not the ideal time to request a first meeting.
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