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Host: Joshua Jenson, CPA


  • Hector Hernandez, Independent Financial Advisor

  • Juan Garcia

Joshua and Hector discuss how financial advisors see the accounting profession and CPAs when it comes to doing business with them. They address how a financial advisor successfully creates, builds, and maintains a relationship with a CPA. They then reverse engineer this process for CPAs to better understand, in a positive way, how they are viewed by the financial industry and how CPAs can have better business relationships with financial advisors to receive referrals. At the tail end, Juan Garcia, discusses how CPAs can better share their value to attract good referring financial advisors.

Please feel free to connect with JJ and Juan on LinkedIn.

Be sure to listen until the end of the episode for a discount off your next webinar purchase!

Intro and Outro Music by Lakey Inspired
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