LEGACY REFERRAL MODEL
Experts / Specialists
Valued Clients
Inherent Risks With This Approach
TIME EROSION
CLIENT RETENTION
NARROW BRAIN TRUST
OUTBOUND REFERRALS
ZERO ORGANIC GROWTH
AICPA VISION
The AICPA thesis does not resolve the inherent risks associated with the Legacy Referral Model
THE GUARDIAN SOLUTION
A Better Solution. A Better Way. A Better Life.
CONNECT WITH US
We look forward to speaking with you about how we can put our experience and innovative solutions to work for you
