c1f13b2e_tent_from_WealthManagement_com__0
[Definition] Affiliates with a CPA firm and serves the clients of that firm [Pluses] It's cheaper to target existing clients than to find new ones [Minuses] If you lose the relationship, you lose a lot of business [0] 
Sell More Services to Existing Clients
The Eight Ways to Broker Nirvana | Practice Management content from WealthManagement.com
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