Let’s face it, who do CPAs and Attorneys meet with after Tax Season? Answer = All of the wealthy clients that they didn’t have time to meet with during the busy Tax Season.
Estate Planning, Pre-retirement planning. Retirement planning, etc.
One of the best strategies I have ever used for helping Advisors receive a steady flow of referrals and new clients is securing referral relationships with CPAs and Attorneys.
You never experience a dip in new business AND you become well known as the financial expert CPAs and Attorneys use!
I typically help Advisors secure 25 – 45 strong, fruitful, long-term referral relationships in 6 months or less.