[IMGCAP(1)]CPAs have long been sought after as Centers of Influence, or COIs, by members of the financial services profession for many years.
However, the role they play as COIs and how they are perceived and accessed by financial advisors is undergoing a dramatic shift, and we are at the dawn of a new era. As CPAs as a whole strive towards a new goal, to become the most trusted business advisor of their clients, those who wish to work with them must evolve in their thinking and processes or be left far behind.
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