Boomer considers CPA firms, Financial Advisors, HR personnel, group health folks — all of you, our partners if you will. You’re the front line to our ultimate confused client.
Last week, a financial firm and a CPA firm co-hosted a breakfast for 20 clients. We were brought in to talk about, you guessed it – Medicare.
Win:Win:Win —-> The financial firm strengthened its relationship with the CPA firm by bringing in good content. Boomer met another new CPA firm along with 20 new over 65’s that were happy to find someone to help them through the craziness called Medicare.
We routinely hold webinars, seminars, feed you content for your firm – whatever we need to do to get info out into the world. Yell if/when you need us!