• The OGs of CPA/CFP Collaboration with John Pastore

  • 2024/12/30
  • 再生時間： 30 分
  • ポッドキャスト

The OGs of CPA/CFP Collaboration with John Pastore

無料で聴く

ポッドキャストの詳細を見る

  • サマリー

  • In this episode, Steven is joined by John Pastore, Executive Vice President of Integrated Partners. John has been on the Integrated team for 25 years, basically since day 1, and has seen the incredible progress over time that Integrated has achieved. Their approach is to match CPAs with financial advisors through formal partnerships that help the advisor and the CPA grow their businesses. And, of course, it allows everyone to provide an elevated experience to their clients. Listen in as John and Steven share their experience with what makes great professional relationships and partnerships.

    https://zurl.co/8aKV0
    続きを読む 一部表示

あらすじ・解説

In this episode, Steven is joined by John Pastore, Executive Vice President of Integrated Partners. John has been on the Integrated team for 25 years, basically since day 1, and has seen the incredible progress over time that Integrated has achieved. Their approach is to match CPAs with financial advisors through formal partnerships that help the advisor and the CPA grow their businesses. And, of course, it allows everyone to provide an elevated experience to their clients. Listen in as John and Steven share their experience with what makes great professional relationships and partnerships.

https://zurl.co/8aKV0
続きを読む 一部表示

The OGs of CPA/CFP Collaboration with John Pastoreに寄せられたリスナーの声

カスタマーレビュー：以下のタブを選択することで、他のサイトのレビューをご覧になれます。

Audible.co.jp

Amazon.co.jp
レビューはまだありません。