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.


Keys For Successful Follow Up After The Workshop

As a follow up paydayadvanceusca.com/ to my last blog post on running successful joint education events with CPAs and other professionals I want to key in this week more specifically on tips for follow up after the event to capitalize on the momentum you’ve built with the CPA and more importantly, their clients.

There are a handful of things that I do after every event that I think make a big difference in the response I get from the CPA’s clients.

1) Appointment Confirmation Calls and Follow Up

After a workshop I always make it a point to call and follow up with all of the attendees, regardless of whether or not they scheduled an appointment. I want to give everyone a chance to ask any questions they may have had come up since the event and also give them one more chance to take advantage of a free strategy session with me in the CPAs office. While I give people a chance to sign up for a meeting at the event, I’m always amazed at the percentage of clients who will commit to a meeting with me after I take the time to reach out to them personally via a phone call.

2) Calling On onlinepaydayloansusca.com apply now Behalf Of The CPA

When I call and follow up one additional thing I do that makes a big difference is to call on behalf of the CPA. (With their permission of course) Rather than calling as Brandon Stuerke of Golden Financial Group, I call as Brandon Stuerke on behalf of “insert trusted CPA Name”. While it may seem like a paydayloansnearmeus.com small thing, calling on behalf of the CPA allows me to leverage the trust the clients have in their payday the heist CPA, which http://paydayloansonlinecaus.com/ immediately causes them to drop any guard they may have up. Were I calling from a firm they are not as familiar with I’m confident I would not get the same warm response.

3) Running Appointments In The CPAs Office

As we discussed last week, another important element for successful follow up is to meet with the clients at the CPAs office if at all possible. I do this for a few reasons. First, the clients know where the office is located, and feel comfortable there. Why make them drive to a new location, one that they have payday loan no prior experience working in? It just makes sense to leverage the trust and familiarity they have with the CPA’s office.

Another reason for meeting with the clients at the CPAs office is payday candy it allows me the opportunity to build relationships with the CPA’s staff as well. By being present in the office I am able to “be seen” as a part of the team by the other members of the CPA’s staff. Remember, they will likely refer as many clients to you as the CPA themselves.

Finally, I like to meet with the clients at the CPAs office because it gives me the chance to meet with other prospective clients that may be there to meet with the CPA at the same time I am meeting with another client. I remember one of the first times I was in a CPAs office, meeting with a client in one conference room, and after finishing my meeting was pulled into another by the CPA to answer some questions a client had regarding making some pension decisions. This ultimately led to me doing a complete retirement plan for the client and helping them manage their investments as a result. Would I have been referred to this client were I not in the office? Maybe, but by being present, direct payday lenders I was positioning onlinepaydayloansusca.com myself for success and additional opportunity.

While they may seem like small things, don’t overlook these three keys for successful follow up after joint events! The small things matter and all add up to big results!

Next week we’re going to begin looking in more detail at payday loans online what it’s like to be a CPA in today’s competitive world. As CPA’s and other tax planners continues to struggle to provide for all of the additional planning needs clients demand answers to, I’ll show you how you can use these insights to stand out from all the other advisors in your market that want to work with the CPA’s you may be targeting for alliances. By understanding where they’re coming from you’ll be much better payday loan positioned by being able to speak their language and let them know you’ve done your homework!

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