What’s the #1 elusive marketing platform for most advisors? Working with CPAs!
While nearly all advisors want to work with CPAs, few actually do. Why?
It’s difficult to gain their trust and even more difficult to get them to refer clients.
To watch a recording of the CPE seminar I gave on Roth Conversions, click on the following:
www.advisorshare.com/cpe-webinar
Gaining Trust Through CPE Seminars
I work with a firm that can get in front of hundreds of CPAs with only a few days’ notice. Last week we used Roth IRA Conversions. The results were stunning!
An ad for a Continuing Professional Education (CPE) course titled: ROTH IRA Conversions STOP! Why Conventional Wisdom Mostly Gets It Wrong! was offered to a huge database of CPAs, and I’m not kidding when I say 744 signed up within 72 hours. 420 showed up for the live event.
The CPE webinar was VERY well received. See the stats on a scale of 1-5:
I Gained Skills or Knowledge: 4.71
Knowledgeable Presenter: 4.83
Program Materials Were Relevant: 4.76
Stated Learning Objectives Were Met: 4.76
Here are some typical comments from attendees:
-Good information that applies to many of our clients.
-Very academic, however, with a practical conclusion.
-Excellent information about a hot topic. The material was conveyed in a clear and understandable manner. Just great information, not a sales pitch.
CPAs Want Help First with Their Own Situation
Attendees were asked if they would like a one-hour call with the presenter (me).
113 attendees (25% of those who showed up live) said yes. We’ve booked four calls so far, and they are about the CPA’s situation, not a client (which is a great way to build trust).
The four CPAs have $20 million in investments and over $6 million in tax-deferred assets.
Of course, I can’t fit in 113 individual one-hour calls, so advisors I work with will have to field most of those calls.
233 of the live attendees said they give advice to clients on income and retirement planning!
Want to Learn How You Can Work with CPAs and Field These Leads?
I’d be shocked if 75% of those reading this aren’t interested in working with CPAs (and their clients). If you are interested in how we just got over 100 CPAs to ask for a one-hour consult on Roth conversions and how advisors can start working with them, click on the following:
www.advisorshare.com/working-with-cpas
Certified Roth Conversion Specialist™ Designation Officially Launches!
Recently, we launched the Certified Roth Conversion Specialist™ (CRCS™) designation. A great way to gain credibility with CPAs and clients is to obtain the CRCS™. Also, if you want to field CPA leads we generate, you MUST become a CRCS™. To learn more, click on the following:
www.certifiedrothconversionspecialist.com
Beware of Bait and Switch Roth IRA Conversion Marketing
The #1 marketing campaign you should avoid today pitches “bonus annuities” to “pay the tax on a conversion.” This concept is a mathematical loser, but IMOs and marketing firms continue to use it on Facebook and other online lead platforms. Don’t ruin your reputation by using this type of marketing, and certainly don’t use bonus FIAs in Roth conversions.
14-Page White Paper
Why Bonus Annuities for Roth Conversion Don’t Work!
When you read this white paper, it will disgust you and hopefully keep you out of trouble. Click on the following link to download: https://advisorshare.com/bonus-fias-roth-failure
Study Material for the CRCS™ Exam
Our new book is available on Amazon and can be used as the study material for the CRCS™ exam. Click here to order. Even if you don’t sit for the exam, it’s a great desk reference guide!
