"Financial Advisors: Would You Like Me To Show You How You Can Get Referrals From CPAs... For FREE?"
If you’re a financial advisor who wants to get more referrals from CPAs, I've got good news and bad news...
The good news is that the majority wealthy clients use referrals to find financial advisors.
In fact, a study by Russ Alan Prince of more than 1,400 clients with at least $1 million investable assets found that 54.2% named referrals from professional advisors (such as accountants) as an important way to find their financial advisor.
Not only that, but 30.1% of those surveyed indicated that referrals from existing clients was an important way to find a financial advisor.
This means if you are leveraging the power of referrals, the odds are in your favor, ESPECIALLY if you're targeting prospects with $1 million or more.
Now, here's the bad news...
The bad news is that most financial advisors have no earthly idea how to generate more referrals.
They hope... wish... and cross their fingers... but they don't have a reliable, repeatable, predictable way to generate more referrals.
If you're one of those "wishers", don't despair...
Because I’ve meticulously put together a 38-minute video training called, “How to Get Referrals From CPAs”.
It’s a rare opportunity to clear away the fog and see how you can get high-quality clients spoon-fed to you on a regular basis. I'll show you exactly how to make getting referrals as easy as child's play.
During this complimentary video training, I’ll walk you through several different ideas and strategies for getting CPAs to send clients your way, including:
Let’s unpack that last tip…
Because unfortunately, many financial advisors are making one (or all) of those three mistakes. In fact, I know of one financial advisor who was unknowingly making mistake #2 and spinning his wheels, not making any progress.
Once he fixed this mistake (and it took a short amount of time) he was finally to set appointments and build relationships with CPAs.
Yet, that's not all because I'm also revealing...
And the best part? I want to give it to you for free, if you choose.
Let me explain…
But First, Read This Disclaimer:
Please understand that my results are not typical. I’m not implying you’ll duplicate them (or do anything for that matter).
The average person who buys any “how to” information gets little to no results. As with all of my products, my references are being used for example purposes only.
I’ve had years of experience getting referrals and my personal results should be considered exceptional.
Your results will vary and depend on many factors… including but not limited to your background, experience, and work ethic.
All business entails risk as well as massive and consistent effort and action. If you’re not willing to accept that, please DO NOT GET THIS.
With that said, let me tell you…
Why I'm Giving You "How to Get Referrals From CPAs" ($100 Value), for FREE...
I’m giving this video training away as a free bonus for everyone who purchases my referral training guide, “51 Referral Marketing Tips for Financial Advisors”, which is shown below...
Plus, at only 73 pages, you can work through it at your own pace or breeze through it in an afternoon.
Here’s a small sampling of what you’ll discover...
In fact, I had one financial advisor write to me and tell me he had completely missed these referral “clues” for the past three years.
If he had this material three years ago, he could’ve recognized these subtle signals and taken advantage of them.
A word of warning about the previous tip…
It does cost a little bit of money to implement but it’s wickedly effective.
For example, I gave this tip to one of my consulting clients to revitalize his entire business.
He had a decent-sized book of business but he wasn’t getting the referrals he thought he should be getting. By doing this one thing to stay top-of-mind, he was able to get more referrals in a month than he got in the previous year.
And the best part? It took him less than a day to do.
Oh, and in case you’re wondering…
Of course there’s a money-back guarantee.
In fact, I think it’s…
The Boldest Guarantee In The World
While I can’t guarantee any specific results because I don’t know your particular situation or your circumstance, I would be SHOCKED if you weren’t able to get several referrals as a result of the information I’m sharing with you.
Either way, it doesn’t matter because I offer “51 Referral Marketing Tips for Financial Advisors” with a 365-day money-back guarantee.
Try out this practical, actionable advice for a FULL YEAR and if you don't feel that it's worth 10X what you paid, I will give you a prompt and courteous refund.
You don’t even have to send anything back. Just send me an email (email@example.com) or give me a call at 937-REVENUE and I’ll give you back your $97 with no questions asked.
Click the "add to cart" button to claim your copy (and your free bonus video) now.
Thanks for taking the time to read this letter and I look forward to hearing from you soon.
P.S. In case you’re one of those people (like me) who skips to the end of the letter, here’s the deal:
I’m offering you an instant PDF download chock-full of referral marketing tips for financial advisors.
The "cost" is $97.
I'm also giving you a free 38-minute video showing you how to get referrals from CPAs ($100 value by itself) because I want to say "thank you" for giving "51 Referral Marketing Tips" a try.
There is no “catch” to this offer.
In fact, it comes with a 365-day 100% money-back guarantee.
Try out these 51 tips for a FULL YEAR and if you don't feel as if it's worth 10X what you paid, let me know and I’ll give you back the $97. You don’t even have to send anything back.
My only request is when this changes your life for the better, please send a referral my way. :-)
P.P.S. "FAST RESPONSE" BONUS
If you order today, I’ll give you an additional bonus with 21 referral scripts for financial advisors ($37 value). Here are a few of the scripts included:
Click the “add to cart” button to claim your copy (and your free bonus video) now.