Hopewell Strategies, LLC
Financial Services - , ,
Hopewell Strategies, LLC Employees
Hopewell Strategies, LLC Details
As a member of the Elite Resource Team we are partnered with Financial Advisors who truly differentiate themselves by working with CPAs in a proven and efficient system. Using the CPA Team Based Model and their patent pending process, Financial Advisors are able to identify, contact, engage, monetize, and maintain relationships with CPAs, resulting in much more proactive and holistic planning. This win/win relationship allows the CPA to deliver the value that their clients want and need, while simultaneously reduces the inefficiencies that Financial Advisors experience using traditional cold marketing techniques and referral models.
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