PT Marketing, a firm that specializes in business-to-business appointment setting for the financial services and insurance industries, is gearing up its
The program introduces financial services and insurance professionals to CPAs who have an interest in forming strategic alliances. It is offered on a limited-time basis over the summer months and is designed to introduce members of the financial services industry to small and midsized CPA firms that are interested in creating strategic alliances to offer more products and services to their clients.
As a former CPA myself, I understand that by creating these alliances, CPAs are able to offer additional services while forming a stronger bond with their clients and generating more revenue for their firm, said PT Marketing CEO Harvey Pollack in a statement. These alliances are successful for all parties involved.
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