CPAs in the Financial Services Industry
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.
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|Keywords For This Course:|
insurance, sales, selling, practice management, sales & marketing, life insurance
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