The struggles of CPAs, RIAs, and BDs exist because of mindsets and practices anchored in old professional service business models. Erik Solbakken changed the way CPAs market and build client relationships by building an educational platform to train small firms on entrepreneurship strategies. In this part of the educational series, Yon chats with Erik about the challenges of financial professionals and how dedicating time to marketing campaigns and entrepreneurial innovation can strengthen loyalty with existing clients and attract new ones.
Click the link here to visit Erik Solbakken’s website.
