ACCOUNTANT PRIMARY REFERRAL TARGETS

Accountant

The Accountant, like the Financial Advisor, the Accountant has so many opportunities to refer. The key point to monitor at the Mastermind Meeting   is for the accountant to stay focused on their Primary Referral Targets.

The huge advantage that the Accountant has is a mandatory annual review. When people get their tax returns done, this creates an awesome opportunity. Now I know that during tax time accountants are so busy processing returns before the deadline, that they don't have time to speak with every client. So what we suggest is a series of emails introducing the professional. For example, one of the accountants referral targets is the realtor. So when an accountants sees that their client does not own a property, it's easy to send an email that says " Mr. Smith, I see you don't own a property yet. There are significant tax benefits to owning a home, how is your relationship with your real estate agent who specializes in working with first time home buyers?

Now if the client does own a property, we suggest posing the question differently relative to the amount of real estate they own. The key is to be consistent with every client.

 We review this in greater detail in the Primary Referral Targets Modules in The Core7 Referral System.

The other Primary Referral Target for the Accountant is the Financial Advisor. There are a ton of opportunities to make this introduction identified on a person’s tax returns. We dig a lot deeper in the Financial Advisor Referrals From The First 2 pages of the Tax-Return in The Core7 Referral System. This is an extremely valuable module for everyone in the Core7 Mastermind Group.