Financial Advisors

CPA compensation. I have a CPA who has referred me a ton of business how do we reciprocate? I cannot send him a hundred clients a year.

like
Reaction Icon Like
Arrow Icon
works at

Send personalized gifts from personalizationmall.com I’ve spoken to many CPAs recently and asked to partner up. A lot were onboard however none of them wanted a referral fee or any form of cash. How did you come across this gem?

Reaction Icon Like
like
Arrow Icon

I had sent him some client years ago the problem is if my planning fee is $20,000 per year I can not compensate him enough. What happens if he sent me 10 clients this year and I charge $5,000 per client. Is it possible that I sent him $250-$500 per client for their 1040?

Reaction Icon Like
Arrow Icon

That’s great that you are receiving business from a CPA!! I’ve never got more than a person needing to make a last minute IRA contribution 😤

Reaction Icon Like
like
Arrow Icon

Please share how you developed such an awesome COI??!!

Reaction Icon Like
like
Arrow Icon

Just time in building personal a relationship

Reaction Icon Like
Arrow Icon

He brought you a hundred clients? Take him to Vegas, or the Super Bowl.

Reaction Icon Like
Arrow Icon

No. Please read the post clearly

Reaction Icon Like
Arrow Icon

Dear OP, wow! A lot of condescension from someone so inexperienced that they can’t unravel this riddle.

Reaction Icon Like
Arrow Icon

The only legal answer is to get them licenced.

Reaction Icon Like
Arrow Icon

Related Posts

Going through a breakup sucks when all you see on Instagram are proposal posts 😢

like
Reaction Icon Like
Arrow Icon

Zillion beers anyone?

like
Reaction Icon Like
Arrow Icon

SO has issues keeping it up. I’ve asked what I can do to make it easier/more enjoyable/etc. but he just has to be in a very specific mood. Understandable but disappointed as I have a higher drive

like
Reaction Icon Like
Arrow Icon

In response to project Ada and the giant push for more women to get certs (👏🏼), are there any plans to recognize the women who hold the 6% of AWS certs?

likefunny
Reaction Icon Like
Arrow Icon

Do you think considering someone your best friend requires that they also consider you as their best friend?

like
Reaction Icon Like
Arrow Icon

Shows similar to The Stranger or Safe on Netflix? Really enjoyed those!

like
Reaction Icon Like
Arrow Icon

Where can a 22 year old guy meet smart and ambitious people that are business oriented?

like
Reaction Icon Like
Arrow Icon

Download the app for more exclusive discussions.