Updated Monday, August 31, 2015 as of 6:53 AM ET

CPAs as a Center of Influence: The New Paradigm

Finally, the financial advisor should focus on fewer, yet deeper and more meaningful relationships, with CPAs. In the past it seemed the primary goal was to engage and work with as many CPAs as possible. Concurrently, the financial advisor in most cases did not fully bring an expert team of professionals to the relationship but relied solely upon their own skill set in one or perhaps multiple practice areas. Thus, it was left to the CPA to fully construct their own comprehensive team in which they may or may not have had the time or resources to assemble, vet, and oversee quality control.

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