A Florida advisor knew he could help an accountant, who specialized in small business taxes, save his clients taxes. He was rebuffed every time he approached the accountant… so he decided to put the approach on automatic. He began to send the accountant pertinent books with the best part marked and highlighted once a month. He did this for 13 months… and then the call came… and then another and another. End game–$397 spent… 25 terrific referrals… 12 new clients… millions in new money under management.
Are you thinking outside the box?
