As an industry we have, in good faith, referred our clients out for tax preparation and legal work. We have ushered client after client out of our door and into CPA’s and attorneys’ offices. We have become their main source of referrals and income.
In fact, many CPA’s and attorneys would find their income cut in half if it wasn’t for referrals provided to them by financial advisors.
Yet, how often do we see referrals back to us? Rarely.
Up to this point, all we have done is whined about the unfairness of it all. Enough is enough. Clients regularly ask their CPA’s for the name of a good financial advisor and so do attorneys’ clients. Do they recommend us? Again, rarely.
We all know it’s hard to get CPA’s and attorneys to refer. This system breaks their resistance down, month-by month. We give you short, interesting and value added networking letters monthly. You can then print this on your own letterhead and deliver it to the select group of attorneys and CPA’s you wish to network with. This system is so easy and cheap that it will give you by far the highest ROI of any of your marketing programs by the end of the year.
Download the step-by-step manual:
Generate CPA & Attorney Referrals Manual (PDF)