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Writer's pictureJay Coulter, CFP®, CIMA®

How To Actually Build A Relationship With A CPA with Shelly Bykat, CPA (EP 163)

Updated: May 2, 2021



Most advisors struggle to build meaningful relationships with CPAs. Shelly Bykat, CPA comes on the show to share her best practices for building relationships with CPAs.


 

Podcast



 

Soundbites from the Interview








 


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