If you are trying to connect with accountants…

and your time is Precious…Use Attract Accountant Attention™!

Summer is the perfect time! 

Accountants have finished their heavy tax workload.  They are looking for welcome break away from their desks. 

   

 

build new relationships,

attract new clients, &

partner to enhance your client experience.

  

 

 How do you meet accountants?

There are several ways to find accountants.
This marketing strategy is designed to help the busy financial advisor who wants to build Trust Teams™ with clients.It is step by step process that will help you make contact and build the relationship. 

Don’t have the time?

Yes, that’s a common complaint we hear all the time. 

That’s why this service strategy is built with the busy Financial Advisor in mind. 

All you have to do is meet the accountant over lunch. 

Why do we suggest over lunch?

• You eat lunch – don’t you? Instead of eating alone, enjoy it with someone else.
• Utilise this time to build a new alliance relationship and tap into his network. Who knows – you just might become good buddies.
• It is a free lunch for the accountant. He will be more open to meeting with you.
• The accountant is utilizing his lunch time to build a relationship and expand his network too.
• Your mouth is full – so you don’t talk too much. Let the accountant do all the talking.

Attracting Accountant Attention™ Made Easy!

How does the process work?

1. Purchase the plan online. You will receive an email confirmation.
2. You will be contacted within 24 hours to set up the plan.
3. The plan will contact your top clients on your behalf.
4. Set aside the lunch appointments dates.
5. Have lunch and pay for both lunches. We provide hints to lead this conversation.
6. Build into your system.

When should you start this plan?

Start the plan right NOW! 

Most people procrastinate. So they miss great opportunities. 

Leaders are not always born into action.
Leaders are people when shown an opportunity – rise to the occasion! 

How are you helping your clients?

• You can help your clients build strategies throughout this year to maximize their future taxation years. 

• You are building a cohesive team: your clients, your clients accountant and yourself, the financial planner. 

What’s in it for YOU, the busy Financial Advisor?

• Start building new referral/alliance relationships 

• Tap into the accountant network and see more referrals from accountants 

• Build Trust Teams©: More referrals from your clients throughout the year. 

• Referrals are the best form of marketing and prospects. Convert easily. 

• Engage in a new referral building strategy without spending a lot of time & money. 

• Peace of mind that your making inroads into the accountant world. 

• Become the leader you are destined to be! 

What is the cost?

Based on 50 top clients your cost: $299.00