The Referral Game Plan
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The Referral Game Plan for Wealth Managers:
How to Build Productive Referral Relationships with CPAs and Trust & Estate Attorneys
The Referral Game Plan for Wealth Managers provides a step-by-step plan to identify, approach and nurture referral relationships with CPAs and Trust & Estate Attorneys.
Here are a few tips you’ll find in this report:
Explains the importance of referrals in landing new wealthy clients.
Why CPAs and Trust & Estate Attorneys are worth your effort.
How to identify the right referral partners.
How to send business to your new referral partners…even if you don’t have any clients.
Table of Contents…
Section 1: Introduction
Section 2: Why do you want referrals?
Section 3: Why You Should Focus on CPAs and T&E Attorneys?
Section 4: How are CPAs and Attorneys Different?
Section 5: What’s the Game Plan?
STEP 1: Locate CPAs and attorneys in your area – The good ones may not be obvious!
STEP 2: Make initial contact – How to ensure a positive response
STEP 3: Plan for the initial meeting – You’ve got to do some homework
STEP 4: The initial meeting – How to present and interview at the same time!
STEP 5: Categorize your potential referral sources – Some referral sources deserve more attention than others
STEP 6: Going up the scale of familiarity – How to entrench yourself with the best referral sources
STEP 7: Organize your follow up activities
Section 6: Examples of great follow up activities – Go beyond typical seminars and mailings with these unique and highly effective follow up activities.
Section 7: How to “prime the pump” for reciprocity – (Secret: how to refer business to CPAs and attorneys when you may have very few clients…or none at all!)
Section 8: Other great referral source potential
Section 9: Conclusion