A Little Work Once a Month… and a few hundred dollars leads to 25 huge referrals

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?

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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