Course curriculum

  • 01
    Introduction
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    • Introduction by Lee Duncan
  • 02
    1. Working with CPAs: Jeff Forrestall
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    • 1a. Introduction
    • 1b. Initial Appointment - What NOT to say
    • 1c. The CPA Mindset
    • 1d. Choosing the Right CPA
    • 1e. Initial Appointment
    • 1f. Final Thoughts
  • 03
    2. Success Story
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    • 2a. The Origins
    • 2b. The Training
    • 2c. Continuing Education
    • 2d. The First Few Cases
    • 2e. Endorsements/Referrals
  • 04
    3. CPA Training
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    • 3a. A CPA's Schedule
    • 3b. 8-Module Training Course
  • 05
    4. CPA Prospecting
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    • 4a. Your CPA
    • 4b. Your Clients' CPA
    • 4c. Google It
    • 4d. Networking Events
    • 4e. CPA Referrals
  • 06
    5. Allan Koltin
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    • 5a. Introduction
    • 5b. PART 1
    • 5c. PART 2
    • 5d. PART 3
    • 5e. PART 4
    • 5f. PART 5
    • 5g. PART 6
  • 07
    6. Wrap Up
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    • 6a. Utilizing the CPA Testimonial Video
    • CPA Training Survey