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The Perfect RIA
Overcoming Head Trash and Building Lucrative CPA Relationships
Jun 7, 2024
Strategies for financial advisors to conquer insecurities and build referral powerhouse with CPAs. Approach to breaking down 'COI' barrier and offering to pay for CPAs' time. Conquering inner 'head trash' with supportive team and mastermind community.
09:25
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Quick takeaways
- Financial advisors can build strong relationships by offering to pay for CPAs' time for referral generation.
- Overcoming doubts and insecurities is crucial for growth, achieved through supportive masterminds and daily rituals.
Deep dives
Building Effective Relationships Through Referrals
Advisors can strengthen client relationships by leveraging referrals from CPAs. Stephen Jarvis highlights the importance of adding value when seeking referrals, emphasizing the need to demonstrate worth to tax preparers. Proactively reaching out to potential CPAs and offering to pay for their time sets a strong foundation for collaboration. The strategy involves cultivating relationships over time, prioritizing mutual benefit and value.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode