Published in Life & Health Magazine, June 2008
http://www.lifehealth.com/0608_cpa_match_critical.html

CPA match becoming more critical
by Harvey Pollack, CPA, CEO
Harvey Pollack is the CEO at PT Marketing, Pittsburgh, PA. He can be reached at 866-727-4861 or at hpollack@ptmarketing.com

Statistics show that one out of every two CPAs will offer financial services in the future to remain competitive. How can you as an agent prospect successfully in the CPA market?

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PITTSBURGH, PA (April 1, 2008) - Responding to market demand, PT Marketing now offers a CPA Partnership Program to financial professionals. The CPA program is exclusive, with each financial services professional receiving their own target list of prospects that PT Marketing will contact.

As traditional sources of revenue, from tax and accounting practices, continue to erode most CPAs do not have the time or resources to provide the financial services that their clients are requesting. Therefore, the CPA Alliance Program matches qualified financial services professionals with CPAs.
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