ABTrainingCenter.com provides CE (continuing education), professional development, and NASD and insurance licensing and designation study courses such as Series 7, CFP, CLU, and CPCU designations for brokers, agents, and financial service providers
Course/Product Description
Title:

CPAs in the Financial Services Industry

SKU:PA-1001159
Format: Self-Study Course
Order:Qty:
Description:

In numerous surverys, CPAs always top the list by clients who name them 'the most trusted financial advisors'. CPAs have accessibility and credibility with affluent individuals and, in turn, need trusted professionals in the financial services and insurance industries to whom they can turn when their clients need help.

CPAs in the Financial Services Industry teaches you how to develop relationships with CPAs more effectively, to your mutual benefit! Learn how to position yourself with CPAs so that they send you a steady stream of qualified referrals who need your advice and solutions.

This program was created from years of successful experiences of KBI and other professional producers, and focuses on the mastery of several key techniques:

  • Identifying which CPAs you should approach
  • Helping the CPA get licensed
  • Developing a marketing plan for the CPA
  • Making presentations to high net worth people
  • Assessing how to share the revenues, and servicing the CPAs and their clients

This program includes seven instructional modules plus a CD-ROM, giving you instant access to customize the many impactful scripts, forms and letters needed to capture new business from CPAs!

The simple methodology described in this program will generate substantial revenues for any advisor or agent! A must-have item for financial professionals who want to capture referral business from this excellent center of influence!

About The Provider: The KBI Group, founded by Jack and Garry Kinder, specializes in Management Training, Sales Training and Home Office Consultation, as it relates to all facets of the selling profession. In our 30-year history, KBI has worked with over 300 clients worldwide.

Our strength is customizing programs to help our clients take advantage of opportunities in the industry. We continue to work with many companies in customizing Management Training Programs, Sales Training Programs, "boot camps" and Software Planning Tools to fit their specific needs.

Our most effective consulting service is providing training through Study Groups. Over the years, our Study Groups have been the driving force behind increased productivity in many agencies.
Price: $145.00
More Info: Contact Us For More Information
Order:Qty:
Share This: Share on Facebook


Share on Twitter


Share on Google+


Keywords For This Course:

insurance, sales, selling, practice management, sales & marketing, life insurance

Xactimate Training-Live Online Training
Xactimate Training-Live Online Training

Securities Licensing
Securities Licensing

Workers′ Comp Training Seminar
Workers′ Comp Training Seminar

Insurance License
Insurance License

Critical Selling® Skills Sales Training Seminar
Critical Selling® Skills Sales Training Seminar

Surplus Lines Online Exam Prep Course
Surplus Lines Online Exam Prep Course

Adjuster Licensing
Adjuster Licensing

Texas All-Lines Adjuster Pre-Licensing ONLINE Course
Texas All-Lines Adjuster Pre-Licensing ONLINE Course

CFP® Review │ Premium Live Exam Prep Course
CFP® Review │ Premium Live Exam Prep Course

Qualified Financial Advisor (QFA)
Qualified Financial Advisor (QFA)

Business Writing for Results
Business Writing for Results

Certified Annuity Specialist (CAS)
Certified Annuity Specialist (CAS)

ARM
ARM

Wrap Legal Documents for Section 125/HSA/HRA Kit
Wrap Legal Documents for Section 125/HSA/HRA Kit

COBRA Training &Certification Program
COBRA Training &Certification Program

How Workers′ Compensation Works (Comprehensive 11-Module Course)
How Workers′ Compensation Works (Comprehensive 11-Module Course)

Google+ABTrainingCenter.com. 5755 North Point Parkway, Suite 228 | Alpharetta, GA 30022 | 770-410-9375 | support@ABTrainingCenter.com
Copyright ABTrainingCenter.com 2017 | Web Site Development by OTAU
Facebook