Скачать или смотреть 3 Secret Ways Advisors Start New CPA Referral Relationships. Financial Advisor Marketing.

Advisors,
I got pitched by dozens of advisors and the only ones we referred clients to did these 3 things.
-Dave Zoller, CFP®

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This channel is made for Financial Advisors who are looking to grow their practice so that they can positively impact more people for good.

Some of the things we'll be talking about are advisor marketing, practice management, how the best advisors find and attract new clients, advisor communication strategies, and how to keep your clients happy for life.

Financial Advisors have an important role in removing the burden of finances from their client's shoulders. And this is the place for them to come and grow as an advisor.
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In this video, I'm sharing the top 3 ways that you, a financial advisor, can get CPAs to actually refer new clients to you. I'll actually be summarizing the key takeaways from a massive blog post I wrote for Michael Kitces's blog. Now You might be thinking. I've tried this already and it doesn't work.
I've referred lots of clients to different CPAs and they never return the favor.
If that's you, then watch this video and you'll get a few new ideas on how to actually create a relationship that works.
Now I've had the inside peek at how CPAs think AND what they think about advisors because I started in a CPA firm. I did taxes for about 5 years before making the transition to becoming a full-time advisor for my clients. And I got pitched by dozens of advisors, so I know what most are doing, and what the few do that really stand out. So that's what I share today.

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