CEG_PreeminentAdvisor_Episode_057

Finding the Right Centers of Influence to Grow Your Practice Centers of influence—such as CPAs, estate planning attorneys and other financial and legal professionals—are the single best source of affluent referrals for top advisors. For many years, our research has shown that to be true. And recently, when we brought together a panel of high-net-worth individuals and interview them, 90% told us they were introduced to their advisors by their CPA or attorney.