Anthony Faso shares a brilliant strategy that he used to get more leads, build stronger relationships and provide value to an organization. This win/win/win strategy is something any advisor can implement in their business.
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Links and Resources from this Episode
- How Anthony grew his business through a local event – 1:53
- Networking through the CPA society – 4:05
- Educating CPA’s and giving away books and resources – 9:02
- A unique question a CPA asked him at the event – 10:05
- Going through the client requirements – 14:05
- How his firm works with people that are just starting to save – 16:14
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