WHY FINANCIAL ADVISORS & INSURANCE AGENTS DON'T GET REFERRALS FROM CPAs!
January 11, 2020 | By Elite Resource Team
Wondering why you’re not getting referrals back from CPAs?
There are 3 key reasons:
Problem - They just don’t see the VALUE. They’re already too busy to offer the type of proactive planning their clients want, and your tax return referrals are actually just making their time problem worse.
Other Sources - They’re getting referrals from dozens of other professionals, including other advisors, insurance agents, attorneys, bankers, real estate agents…and on and on. So unfortunately, you end up looking the SAME as everyone else!
Lose/Lose - Referring their clients to you is a lose/lose proposition for them. What does that mean? Let me explain. You do a great job and guess who gets the recognition? YOU. You do a terrible job and guess who gets blamed? THEM!
Luck vs Value. Successfully growing your business through strategic partnerships with CPAs isn’t about getting LUCKY, it’s about understanding how to genuinely bring them VALUE that’s different than all of your competition.
Be Different. In order to be different, you actually have to be different.