In this recap episode, Amber shared strategies for financial advisors to conquer their insecurities and build a referral-generating powerhouse through strategic partnerships with CPAs. On Monday, Matt and Steven reveal their proven approach to breaking down the 'COI' barrier, delivering value that tax professionals can't ignore. Their secret? Embracing a mindset of generosity by offering to pay for CPAs' time – a small investment that opens doors to a flood of high-quality referrals and benefits for existing clients. But referrals are just one piece of the puzzle. Jamie discussed how to conquer the inner 'head trash' and insecurities that hold advisors back. Her weapon of choice? Building a supportive team and mastermind community to bounce ideas off and stay motivated through the highs and lows of the entrepreneurial journey.
Resources in today's episode:
- Episode website - Decoding the CPA Mindset: Tips for Financial Advisors to Earn More Referrals with Guest Steven Jarvis, CPA [Episode 259] - Encore Episode: Dealing with Head Trash
