"Financial Advisors: Would You Like Me To Show You How You Can Get Referrals From CPAs... For FREE?"

From: James Pollard

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:

• The primary way millionaires find financial advisors is through professionals such as CPAs. I’ll explain why and how to leverage this exclusive relationship to your advantage.
• One topic you must brush up on before you even think​ about reaching out to a CPA... because if you don't, you will lose all credibility and ruin your chances of ever getting a referral.
• How to immediately demonstrate your expertise to increase the likelihood you’ll get more wealthy referrals coming your way.
• Two drop-dead easy ways to find CPAs in your area (even if you’re brand-new and know no one).
• Three tragic mistakes nearly all financial advisors make when reaching out to CPAs. Do any one of these three things, and you can kiss your chances goodbye.

​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... 
​

• Specific questions to ask CPAs to show you’re interested in helping them. This makes it virtually impossible for them to resist sending clients your way.
• Most advisors try to establish a referral relationship right away. This may work with some CPAs but there’s a much better way to do it. I’ll show you exactly what to do and why it has the power to double or triple the number of referrals you get from CPAs.
• The single most important thing to do when building a relationship with a CPA. It’s drop-dead obvious, yet almost nobody does it. Every time you do this one thing, you increase the odds of getting affluent clients from the CPA.

And the best part? I want to give it to you for free, if you choose.

Let me explain…

A sneak-peek inside the "How to Get Referrals From CPAs" video, which I want to give you for free...

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...  

It’s an instantly downloadable PDF, which means you can start reading right away. As soon you place your order, you’ll get an automated receipt in your email inbox with a link to download it right away. 

You can access it anywhere, immediately, without having to wait by the mailbox.

I’ve crammed this full of 51 of the most powerful, easy-to-implement, referral marketing tips tailored specifically for financial advisors.

They'll help you whether you've been an advisor for thirty days or thirty years. I've kept everything as simple and uncomplicated as possible.

(And if you're already getting referrals, it'll be like pouring gasoline on a fire...)

Want more referrals? Read this.

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...

• How financial advisors can make it rain referrals. (Not doing this is the main reason why many otherwise competent, intelligent, and skilled financial advisors fail to get referrals in the first place.) Page 6.
• Four reasons why financial advisors aren’t asking for referrals. (Even experienced advisors make this mistake and it costs them dearly.) Page 7.
• One thing you MUST realize before you get the referrals you want... because anything you do without this (even though it's utterly simple to master) is like trying to drive a Ferrari with no engine. Page 9.
• Your clients are likely giving you referral “clues” - I’ll show you how to spot these clues and how to take advantage of them. (Knowing these clues is like playing poker while seeing the other person's hand the entire time.) Page 17.

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.

• Should you ask your “C” clients for referrals? The answer may shock you. Page 18.
• Should you ask for a referral at the beginning of a client relationship? Despite what others say, this terrible idea sets you up for failure. I’ll explain why. Page 20.
• My “positioning” secret which gives you the ultimate bargaining power in your relationships, which almost always makes your clients DESPERATE to send referrals your way. (I will admit, this is pretty advanced stuff. However, if you apply it correctly, you'll be richly rewarded.) Page 25.
• Three key areas that will make you more “referable” than ever before. This one tip alone has the power to pay for this training hundreds of times over and it can be applied whether you've been an advisor for twenty years or twenty minutes. Page. 27.
• The one thing your clients value more than money, and if you don’t acknowledge this one thing first, asking for referrals is like ramming your head into a brick wall. (You'll probably never hear about this anywhere else.) Page 31.
• The “secret” luxury hotel chains have used to rake in billions of dollars from their guests. Every time you employ this deceptively simple "secret", you'll find your clients naturally gravitate towards giving you referrals. (And it's so simple, you'll master it immediately, even without practice.) Page 35.
• If your clients have teenagers, then doing this one thing darn-near guarantees that positive word-of-mouth will spread like wildfire. Page 36.
• I interviewed people who have never given a single referral to their advisor and discovered THIS is the most common reason why. (Not one advisor in ten was able to give me the right answer.) Page 40.
• How to handle a referral that isn’t a good fit for you or your business. I’ll show you what to do so it doesn’t damage your relationship with the referral source. Believe it or not, you CAN have your cake and eat it too. Page 42.
• Do you know where to find estate planning professionals who WANT to send you referrals? You can find them in less than ten minutes - I’ll show you how. Page 43.
• Three questions most strategic alliances ask themselves before they send referrals your way. Page 47.
• Do you know people who "won't take no for an answer"? Here's what they should do instead... and it's incredibly effective at generating referrals on a consistent basis. Page 50.
• Most of your clients are NOT thinking of you when you're not around. I’ll show you how to stay top-of-mind with your entire book of business so they mention your name at the right time and right place.  Page 51.

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. 

Moving on...  

• How you can use what people are already saying about you to turbo-charge your marketing materials. Page 53.
• The big mistake financial advisors make after getting a personal introduction which destroys almost all chances of sealing the deal. (Crucial information for new advisors - please heed this advice before you ruin your reputation.) Page 56.
• The gift-giving strategy that's made me dramatically more effective than advisors who send boring gifts, like bottles of wine. Page 59.
• Have you ever had an experience where your client comes back and tells you, "Oh, he wasn't interested..."? When this happens, it's usually because YOU (not your client) made THIS fatal error. Page 61.
• Two critical unspoken objections your clients will have about giving you referrals. Every time you ignore (or flat-out miss) these unspoken objections, you destroy your chances of EVER getting a referral. Page 65.

Oh, and in case you’re wondering…

Yes.

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 (james@theadvisorcoach.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:

• How to ask for a referral at a seminar.
• What to say to get your clients to bring a friend to a client appreciation event.
• What to do if the referral says he/she already has an advisor.
• How to introduce yourself to your client’s CPA.
• What you should say when someone shows resistance to giving referrals.
• Two ways to leave an effective voicemail.
• What to do when you can’t get in touch with the referral.
• How to approach people who indicate they’re willing to refer.
• And more…

Click the “add to cart” button to claim your copy (and your free bonus video) now.