Strategic Alliances: Advisors, CPAs, and Attorneys with Kent Owings
Manage episode 407147882 series 3558245
Partnerships between advisors, CPAs, and attorneys should be a natural fit because their roles all involve handling the flow of client assets. But just because they should fit together doesn’t mean they always do fit together. On this Elementality, Abby talks with Kent Owings of Ironstone Financial about what he does to find success as he works with other professionals.
189 episoade