The Million Dollar Marketing System

If you have ever had an advisor not reciprocate with you, learn the simple process that will ensure this never happens to you again.

One of the most important strategies for growing your practice is to consistently receive referrals from other professionals. Early in my career, I found it frustrating when I'd refer clients to other advisors and not receive referrals in return. I knew there had to be something I could do to consistently receive referrals from other advisors.

So I came up with a process that enabled me to develop effective referral sources and build relationships based on the benefits of reciprocal marketing.

In this webinar you will learn everything I use to consistently receive referrals from my centers of influence!

In addition, you will learn the step by step approach to:

Identify potential referral partner industries

Most of us think of CPAs and attorneys as ideal referral sources. While these are obvious, there are numerous other professions you can tap into effectively. In this program you will learn other lucrative referral sources that may have less competition.

Determine the ideal number of referral partner professions

Learn how many referral partnerships work best. Why you need to diversify and create vertical alliances.

Implement the passive referral partner strategy

How to create a passive strategy that automates your referral partnerships. Or, if you want, you will learn how to implement an active partnership strategy and how to track your strategies for maximum results.

Use the best mailer to share referrals with other advisors.

Learn the "who, what and why" in the referral sharing process. You will also learn how often to send it and how to automate it both for a passive and active strategy.

Set up a reciprocal referral mastermind group

Once you have your referral partners, you will learn how you can maximize referrals to expand your sphere of influence. How often should you connect and in what format? Connecting with your referral partners allows you to create powerful relationships.

Still not convinced?

You will also learn how to

Manage the referral process

To effectively give referrals to your partners and receive referrals from them, it's critical to have a process that recognizes the importance of the referrals. In fact, if done properly it can quadruple your referrals! The process steps include the introduction, meetings, and follow up.

Create a follow-up strategy

This step is probably the most important and often the area where most advisors miss the target. Learn what you need to do to avoid common mistakes and automate your follow up process.

Automate the process

Find out what mistakes to avoid and how to leveraged the process. Learn how to avoid the expensive and time-consuming process – which cost me an average of about $50,000 per year for staff and $10,000-$20,000 for the mailers – and to utilize an affordable system that takes most of the time, effort and expense out of the equation. This frees me up to complete the high-value, fixed daily activities that are critical to the continued growth and success of my business.

Follow these steps and don't be surprised if you triple your referrals from other advisors.

The current economic climate is one of the best times to be getting referrals, so don't delay...

If you want to receive a consistent stream of referrals don’t delay, take action now!

In addition, you will learn the best strategies we have implemented with CPAs and other advisors.

Strategy 1: Client Reminder

This strategy will teach you how to make an initial connection with your client’s advisor, as well as assist them to ensure they have all of the information they need to complete your client’s tax return.

This is a simple, easy way to introduce yourself and then to later set up a meeting to further determine how you can best collaborate.

Strategy 2: Brownie-Break

Regardless how busy a CPA or other professional is, they always have time for a "Brownie-Break!" This is a simple, automated, easy to use strategy that can teach you how to make contact and grow your relationship with the referral partners’ firm. The advisors will love you and so will their staff! When you call to set up a meeting after tax season, you will already have a contact and friend in the staff member you previously spoke with.

Strategy 3: Lunch is On Us

This strategy consists of providing lunch to the CPA firm on April 15th. This strategy is easy, inexpensive and a great way to meet CPAs and their staff.

Strategy 4: Tax tips

CPAs are so busy getting tax returns completed; imagine how valuable it would be for you to provide them technical information regarding products and services that you specialize in. This strategy will provide you insight as to what information is most beneficial and help your CPA referral sources to leverage their time allowing you to further strengthen your relationship.

Strategy 5: The 25 Most Commonly Missed Tax Deductions

Did you know that there is a list of the 25 most commonly missed tax deductions that was compiled by errors found by auditors. Imagine how helpful that would be to provide that to your CPA and other referral resource partners? This strategy will show you how.

In addition, you will receive our special report, "The 25 Most Commonly Missed Tax Deductions."

Strategy 6: White Paper Strategy

Imagine how valuable you would be if you were able to solve your referral partners biggest challenges and problems. This strategy will teach you how to find out those challenges and how to provide that information to your referral partner prospects.

You will also learn the process to create your list, pre-qualify your partners and automate the on-going marketing to them.

Follow this simply process and see how quickly you can double your referrals from CPAs and other advisors.