Recorded CPE Seminar for CPAs/EA/accountants
744 CPAs signed up in less than three days to attend a Roth IRA conversion webinar where I was the keynote speaker recently. That blew me away and continued to show me the power of this subject matter.
Within 24 hours of the webinar, we booked four calls with CPAs who collectively had over $6 million in tax-deferred assets and over $20 million total in investable dollars. They want to find out if a conversion makes sense for themselves (and then the goal is to help them give conversion advice to their clients).
Want to Work with CPAs who Ask for Help from CPE Webinars?
From just this webinar, we have more CPAs to help than we have advisors to help them. If you want to start relationships with CPAs from those who attend our CPE webinars, click on the following link to sign up. One of the criteria to be able to receive CPA leads is that you MUST commit to becoming a Certified Roth Conversion Specialist™ (CRCS™) within 30 days of receiving leads.
www.advisorshare.com/working-with-cpas
The following video is the actual webinar I did for the CPE presentation (CPAs had to attend live in order to receive credit).

