By Antoinette Rodriguez, MBA
As we approach tax season, I'm reflecting on the pitches I've heard to Accountants throughout the years. When a Financial Advisor is new to the industry, presentations can go off the rails due to inexperience.
What can go wrong when a new Financial Advisor first meets with a seasoned Accountant? Do presentations laced with statements about superior investment processes, access to firm experts and referral kickbacks work?
Watch the (humorous) video to learn more.
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