Surprisingly Powerful Way To Grow Business Through CPA Partnerships [FINANCIAL ADVISORS MUST WATCH]

May 6, 2021 | By Elite Resource Team
Financial Advisors

Here's what we cover in this video for wealth managers and insurance agents: 

  1. Why Some People Don't Like Us (But Others Do) 
  2. Why NOW is Perfect Storm for CPA Partnerships 
  3. Referrals are Outdated (What You Want Instead) 
  4. Process is Key w/ CPAs (No Process = Waste of Time)
  5. Five Phases of Partnership (Identify, Contact, Engage, Monetize, Maintain) 
  6. Special Offer on Training…(Possibly Even Free)

If you are like me, you can look back on your life and clearly see a handful of unique times when you had massive windows of opportunity. 

Social norms, economic pressure, or political changes created some unique circumstance that made it the perfect time to get involved in something new. 

However, those windows don’t typically last long…a few months to maybe a few years. 

In our world of Virtual Family Office partnerships (when an advisor, CPA, and other specialist form a team to serve clients), it is officially the golden age. 

We’ve been in this space since 2009 and I’ve been shocked at how much has changed in the last 12 months. 

Simply put, if you’re a wealth manager or insurance agent, it has never been easier to grow your business through proactive and holistic planning AND clients have never been more excited for their financial professionals to work together on the same team. 

This is creating enormous demand on the advisors and CPAs that have evolved (blue ocean), while clients are leaving in droves those stuck in the outdated servicing model (red ocean). 

But the opportunity to get into this model and establish market share is clearly now. 

In another 2 – 3 years, the newly crowned champions will be established and the window will be closed. 

In other words, the market will have matured. 

At that point, going out and building new partnerships to seize your piece of the pie will be difficult, as you compete with the successful advisors and find very few CPAs open to listening to your story as they will have heard it already. 

It would be like trying to start a company to compete with Uber or Lyft in 2021 verse 5 years ago!

Windows of opportunity exist, and then they close. 

So the question is, do you want to take advantage of today’s window of opportunity, or stay “too busy” swimming upstream until you “have time,” by which point it may be too late to build the dream business and life you really wanted. 

Think it through. 

Now, if you want some of our best insights on partnering with CPAs and building a Virtual Family Office experience to truly create a unique value proposition for clients, click on this ad. 

I just filmed a new 60 minute video called, “The Surprisingly Powerful Way To Grow Your Business Through CPA Partnerships.” 

In the video, I walk step by step through identifying, contacting, engaging, monetizing, and maintaining CPA partnerships. Once established, this partnership will form the start of your Virtual Family Office. From there, I’ll show you exactly how to find your other team members.