Have you ever spoken to a CPA about potentially working together and they’ve said, “Can you just email me more information?” Initially that might seem like a reasonable request, but as Anton Anderson explains in this video, you don’t want to agree to it. There is a much better way to handle this “objection” that is a better use of everyone’s time.
As a wealth manager or insurance agent, you’ve been given the impression by the industry that CPAs, enrolled agents, attorneys, and other strategic partners are somehow higher up on the client totem pole than you are. Don’t believe that for a second. You are both business professionals. There are inherent problems in both of your businesses, and strategically you can create better results for clients.
Pretty simple. Proactive, holistic planning creates better results.