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With their client lists comprising many high-net-worth individuals, Pristine Finance broker Marinko Radomir and Parras & Associates accountant Nick Parras often find themselves leaning on the other’s expertise.
In this episode of Elite Broker, host Annie Kane is joined by Miranda Brownlee, editor of Accountants Daily, as they sit down with the broker-accountant duo to find out how they work together to make sure they’re always getting the best possible outcome for their clients.
Tune in to find out:
- Shared and unique challenges in each profession.
- How they work with high-net-worth clients.
- Why referral partners are crucial and where to find them.
And much more!
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