From Dr. Len’s published archive. This article reflects the context and perspective at the time of its original publication.
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.