Welcome to The Strategic Alliance Advisor. The SAA is a weekly blog written by Brandon Stuerke, Creator of Winning With CPAs as a platform to shares insights and strategies that you can use in your practice to build your own strategic alliances. The Strategic Alliance Advisor can also be read on lifehealthpro.com and ProducersWeb.

The Key To The CPA’s Clients

This might very well be one of the most eye opening blogs I’ve written yet in this series. If you’ve ever tried forming strategic alliances only to find you never got any referrals once the CPA or other professional agreed to work with you you’re certainly not alone. What I’m going to share with you this week is going to open your eyes in a big way as to why you experienced this result (or I guess I should say, lack of results).

Here’s the reality. The approach almost 100% of advisors use in building strategic alliances only goes about half way to successfully implementing the relationship. The approach usually goes like this, “Get the payday loans in las vegas CPA (or whomever) to like me, get them to agree to work with me, and then sit back and wait for the referrals to come flooding in.” I’m going to go out on a limb here and assume you’ve experienced something similar before. payday loan I think anyone who’s ever tried forming strategic alliances has been there and experienced that. I know I have.

The difference in my relationships now is that I finally realized where I was falling short. The payday loans near me core problem with payday the approach payday was two fold.

1) I was waiting on the CPA to do the referring.
2) The CPA’s clients never knew the relationship existed unless the CPA told them about it.

So how did I solve these problems? I found a way to build direct relationships and gain personal introductions to each and every one of the CPAs clients. I realized that once I got the CPA on board I had to get creative in building an approach that would take the responsibility of referring out of the hands of the CPA, and put the CPA’s clients in

control of referring themselves!

(If payday cash advance the light bulb didn’t just come on, read the online payday loan above paragraph again!)

That one nugget of wisdom and insight was for me a real game changer. The reason this is such a huge key to success in working with alliances is because very few advisors in your market competing to work with the CPAs clients ever realize this. Which means, because you’re online payday loan reading this blog you’re already way ahead of the competition.

In my practice, this realization was one of the keys that really put the strategic relationships I had formed on fast forward. I realized that I had to develop a marketing strategy that would position me front and center within the CPAs base of clients. I paydayloansnearmeus.com wanted them to get to know me, know who I am, and know what it is that I do for clients well before they ever http://paydayloansonlinecaus.com met me in person. I did this through various marketing components, which not only serve as a way of me bringing value to the relationship for the CPA, but also act as introduction tools. They are the conduit through which I am introduced to the CPAs clients and thru which the message is communicated that “Hey, Brandon is our guy, he’s the one we recommend our clients work with.” If I were waiting for the CPA to call each of their clients and relay this message, it would never happen!

The harsh reality is without a castle payday marketing strategy in place, your alliances are dead in the water, plain and simple. If you always wait for the other professional to do the referring it will never happen. Sure you may get 2-4 referrals a year, but to truly build a 100% professional referral based practice you have to put the clients in control. Primarily because a CPA working 10-12 hour days during the busyness of tax season doesn’t have http://paydayadvanceusca.com/ the time to proactively refer you to clients. They’re doing all they can just to survive another tax season and get all the returns done on time.

In the coming weeks I’m going to share with you a new twist on some payday loans online old marketing tools and strategies that, when used properly will serve to position you as the go to expert among any professionals base of clients. And, so that you don’t have to wait until next week for a preview, here are some of the tools that we’ll be talking about.

Websites, Newsletters, Emails, and Joint Events, just to name a few. project payday scam The real key to success though is in how you use each of these tools. Check back next week as I begin to break each of them down, and outline how you can utilize the same tools to strengthen your own strategic alliances.

Also, as my way of saying thanks for reading this blog I’d like to offer to send you a copy of a report I just finished titled, “Why 97% of Advisors Don’t Get Referrals From CPAs”. If you’d like a copy of the report, just do me a favor and leave a comment below with your thoughts on this topic, as well as your name and email and I’ll send it on over http://paydayadvanceusca.com/ to you!

Leave a Reply