NAIFA-SC Blog

NAIFA Live March 10, 2021

Written by NAIFA South Carolina | 3/1/21 6:44 PM

CPA Partnering Perspective

Phil Raymond, MBA, CLU, ChFC, CLF, CFEd

MarketAccessAdvisor

Founder

March 10, 2021

2:00 PM EASTERN

Join us for an overview of the hows, what, and why of successful value based, marketing driven partnership business models. These models work by successfully leveraging existing professional client relationships and are a benefit to all parties.