About the Author
Brandon Stuerke
Brandon Stuerke, CRPC, is president of Golden Financial Group, LLC, a Columbia, Mo.-based independent financial advisory firm, and creator of the Winning with CPAs referral program. For more information or to contact Brandon Stuerke, please call (800) 260-2927or email brandon@gfgadvisors.com.
-
By Brandon Stuerke |
May 3, 2013
Advisors spend a lot of money for leads that wither on the vine. Here’s how to make the most of your lead-generation process.
-
By Brandon Stuerke |
January 8, 2013
In a society of takers, those who understand that you have to give before you receive will come out on top.
-
By Brandon Stuerke |
September 18, 2012
Unless you truly understand the challenges a CPA faces, you are less likely to form an alliance with them.
-
By Brandon Stuerke |
September 4, 2012
If done the right way with the right partner, you can have a successful client education event.
-
By Brandon Stuerke |
August 28, 2012
Your job doesn’t end when the event is over. Get on the phone and call the attendees.
-
By Brandon Stuerke |
August 2, 2012
From beginning to end, here’s how to make a productive event for both you and your strategic partner.
-
By Brandon Stuerke |
August 1, 2012
Learn to prospect the right way and watch your sales grow.
-
By Brandon Stuerke |
July 26, 2012
Screening the list of potential invitees and branding the invitation properly ensures a successful event.
-
By Brandon Stuerke |
July 19, 2012
If done the right way with the right partner, you can have a successful seminar.
-
By Brandon Stuerke |
July 6, 2012
Thinking of hosting a client appreciation with a CPA? Here’s how to make it a success.