Required Activity for Building CPA Partnerships For Wealth Managers and Insurance Agents

June 12, 2020 | By Elite Resource Team
Financial Advisors

Imagine how great it would be to have 2 Strategic Partnerships (CPAs, Enrolled Agents, Attorneys) bringing you 1 – 2 qualified clients each week for your Wealth Management or Insurance business…

Sounds great on the surface doesn’t it? 

But realistically how much work would it take to get to that point? 

After 10+ years of focusing exclusively on that niche, and training over 950 wealth managers and insurance agents how to build partnerships, we have a pretty good vantage point to answer that question. 

In this video we walk you through the EXACT math behind forming partnerships. 

How many do you need to contact? 

How many meetings do you need to have? 

How many have to say, “yes” or order to actually turn into “Producing Partners.” 

In this video, Anton Anderson shares all of those numbers, and gives you exact Key Performance Indicators to use to track whether or not your activity is meeting the benchmarks.