14 Accountant Marketing Mistakes Financial Advisors Make

By Antoinette Rodriguez, MBA

There are many reasons that financial advisors want to do business with and get referrals from Accountants. The pre-qualification of prospects, the years of goodwill that emanate from trust, the knowledge of money in motion events, and, of course, that as complimentary financial professionals, they may know how to position your FA services. 

There are mistakes that financial advisors, especially junior ones make in relation to marketing to accountants. View the video above to learn more about the 14 you should avoid.