Sample Script: Financial Advisor Contacting CPA

(Copy and Paste)

“Dear            ,

I’m sure you’re contacted by a ton of financial advisors looking to network and collaborate with you, so I will be brief so as not to waste your time.  My Financial Advisor practice is significantly different than most as my goal is to protect the business owner from financial and tax risk.  I would look forward to an opportunity to collaborate together to provide this value to our clients."

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