Troy Patton, President, Archer Investment Corporation will lead the Continuing Education Class at Synergy2017. This class will be offered Wednesday, May 3rd at 3:00 pm EST. The class is free of charge and will count as two CPE credits.
Course Description: How to Grow your Practice with CPA’s.
We will teach you how to market to CPA’s in your area and work with them to grow your practice. If you are looking for a resource for referrals, the number one resource is a CPA. We will explain to you how we grew to $180m in seven years. Once starting in 1996 as a B/D and now again starting in 2009 as an RIA.