Which professionals are worth approaching and which are not?

Which professionals are worth approaching and which are not? That at first seems like a difficult question but it is really quite simple. Approach the professionals that currently work with your clients.

Give the your clients accountant a call during their down season (May-September). Let them know that you are <client’s name here> financial advisor and that you wanted to introduce yourself and let the accountant know that if they needed any help with your client’s investment information that you would be glad to lend a hand.

How many broker’s take the time to do this with their accountants? Very few and it can really pay dividends when done regularly and properly.

About Mike Kaselnak

Michael Kaselnak is considered one of the top marketing and sales experts in the financial services industry. He has personally mentored over 300 financial advisors in the past 10 years. These financial advisors saw their average production increase by 62%. Many saw increases of over 300 percent. He writes articles that have appeared in many mainstream magazines and has written the popular report 300 Financial Headlines that sell.
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