Blood in the Water: Part 1 - Strategies for working with CPA’s

08 Mar 2017

Why don't advisors get the professional alliance referrals that they should? Listen in as Paul Lofties visits with Brett Van Bortel, Executive Director of Consulting Services at Invesco and leading expert in the area of developing professional relationships. In this interview hear Brett discuss the basic mistakes that financial advisors make when trying to implement a professional alliance referral relationship and learn how to correctly approach CPA's to gain referrals with high net worth clients. Download the Invesco tool, RainMaker: Building the Professional Profile.


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