Upscale Your Business by Building Deep Relationships with Robert Sandrew [Ep. 385]

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Summary:

Do you want to build deeper relationship with CPAs in your area so you can upscale your business?

In this episode, Matt Halloran talks to Robert Sandrew, the Chief Growth Officer at Integrated Partners, about how to build beneficial relationships with CPAs that are grounded in trust.

Robert discusses:

- How Integrated Partners helps CPAs identify the right clients to introduce to advisors
- What it means for advisors and CPAs to be integrated (it’s not just about “passing a lead”)
- How CPAs define and measure the success of their relationships with advisors
- And more

Resources:

PodRocket Academy (Join for free!): https://proudmouth.com/academy/
Visit Restream to claim your exclusive offer! http://Proudmouth.com/restream
Optimizing the Financial Lives of Clients by Russ Alan Prince, Homer Smith and Paul Saganey: https://integrated-partners.com/cpa-alliance-becomingelite/

Connect With Robert Sandrew:

LinkedIn: Robert Sandrew: https://www.linkedin.com/in/robert-sandrew/
Website: Integrated Partners: https://integrated-partners.com/

Connect With ProudMouth:

ProudMouth: https://proudmouth.com/
PodRocket Academy: https://podrocketacademy.com/
LinkedIn: Matt Halloran: https://www.linkedin.com/in/matthallorantam/
Twitter: Matt Halloran: https://twitter.com/MattHalloran_
LinkedIn: ProudMouth: https://www.linkedin.com/company/proudmouth/
Facebook: ProudMouth: https://www.facebook.com/WeAreProudMouth
Twitter: ProudMouth: https://twitter.com/ProudMouth_
YouTube: ProudMouth: https://bit.ly/ProudMouthYT