Welcome to phase 3! By now you’re beginning to see some real traction and new business generated as a result of working closely with the CPAs and gaining valuable introductions to the CPAs clients. But we don’t want to stop here!
It’s now time to layer in additional value added information for both the CPA and the CPA’s clients. In this phase we are going to introduce a series of Winning With CPAs Pre-Approach letters. These letters are topical and educational in nature and at the same time are written to elicit a response and to stir the interest of the CPA’s clients while at the same time helping them to realize the needs they have for additional planning in a number of areas. The end goal? To get the phone ringing with requests for appointments.
In addition, we also will be introducing the first of four power packed CPA clients education event presentations. The first of these four “Zero Tax Planning” is a power packed workshop targeted specifically at opening the eyes of the high net-worth and high income earners in the CPA’s practice. This presentation is designed to generate a captive audience of interested prospects within the CPA’s practice helping you build on the months of credibility and drip marketing. Complete with invitations, scripts, and customized powerpoint presentations, this workshop will catapult your production, and position you to help many more of the CPA’s A clients with some of their most pressing tax planning needs, while at the same time making the CPA look like the hero for bringing you in as the specialist!