The Referral Game Plan

The Referral Game Plan PAYLOADZ-EXPRESS-1
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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

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 referr
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