The Science of Building Accountant Partnerships

The accounting profession has a pricing problem - and as a financial advisor, that problem is your opportunity. Most advisors are stuck competing for the same clients using the same tired tactics. Anton Anderson and Paul Latham have spent decades building and teaching a better way: strategic partnerships with accountants. In The Science of Building Accountant Partnerships, they lay out a practical, field-tested system for identifying the right accountants, approaching them with genuine value, and building partnerships that generate a consistent stream of high-net-worth clients. The book introduces the Partnership Fast Track, a done-with-you process designed to help financial advisors secure their first signed accountant partnership in 90 days or less. Anderson and Latham guide readers through every stage - from identifying target accountants and making first contact, to running three structured meetings that move at the accountant's pace, not yours. Central to the method is the Virtual Family Office, a collaborative model that lets accountants offer their best clients a broader, more proactive level of service without overhauling their practice. When you understand what accountants actually need, you stop competing for referrals and start offering something most advisors cannot. The result is a partnership that benefits everyone - the advisor, the accountant, and the clients at the center of it all. Whether you are compliance-constrained, time-pressed, or simply tired of the hamster wheel, this book gives you a clear, scalable path to sustainable growth.

Pages: 140, Paperback, Influential Advisor Media