Congratulations! By progressing to phase 2 you now have at least 2 CPA alliances secured. This is a big milestone as you are already further along than most advisors will ever get in their efforts to work closely with CPAs. But we’re just getting started.
It’s now time to begin implementing the relationships. In the beginning of this phase we’ll begin the credibility and drip marketing campaigns to the CPAs client base, positioning you as the expert!
It will also be a goal and objective of this phase to help you successfully hold your first round of CPA client appreciation and education events. Get ready for a big boost in activity and CPA client introductions!