Marketing for new clients continues to be the biggest challenge for financial advisors. Many of the “Turn Key” marketing programs are very expensive and most fail to deliver the quality of client that you want to work with.
Advisors who can partner with individuals or institutions that already have a strong relationship with pre and post retirees have found this to be one of the most successful and cost effective marketing plans. We’ve always referred to this as developing your “centers of influence”
According to Daniel Hood, Editor-In-Chief of Accounting today, CPAs continue to rank as clients “most trusted advisor”.
More than 20 yrs. ago, Integrated Partners, a hybrid RIA in Boston saw the potential of partnering with CPAs and offering segmentation to their retiring clients. The rest is history. They have developed one of the largest CPA alliance programs in the country. Two years ago they replaced their former segmented technology with IncomeConductor and have attracted $1.2 billion of new assets.
Learn:
• How to find CPAs to partner with
• How to turn CPAs into successful referral partners
• Do’s and Don’ts of working with a CPA partner