BEST CORE7 ACCOUNTANT SCRIPTS

BEST PRIMARY REFERRAL SCRIPTS FOR THE ACCOUNTANT

Accountant To Realtor: To client who owns Multiple Investment Properties

Dear (NAME)
It was a pleasure to speak with you. I wanted to follow up because of the fact that you own multiple properties. I always want to be a valuable resource for you. How is your relationship with your real estate agent who specializes in investment property?  
I just want to make sure you have the best services available. 

Accountant To Introduce The Corporate Lunch & Learn Program

Hi (Client's name), 
I just wanted to touch base to let you know about a corporate benefit we have. 
Would it be possible to put us in touch with a decision-maker at your company (the owner, CEO, or human resource manager) who will allow my group to come in to discuss the financial benefits of {service you are providing the client) ,we will give you (provide some value, such as a closing costs discount). 
Keep in mind that it is not necessary for your entire company to attend the workshop. You will receive (provide some value, such as a closing cost discounts) The workshop can take place at your place of business or at our offices. 
We call it a "Lunch & Learn" because we provide lunch for all who attend. Anyone who closes a loan with us from your company will also receive (provide some value, such as a closing costs discounts). 
I’d like to discuss this with you. When would be a good time to speak, and what number can I reach you at? 
Thank you so much for the opportunity to work with you.

Accountant To Refer The Financial Advisor: REFERRAL GENERATOR

Hi (Client's name), 
It was a pleasure speaking with you. I wanted to follow up because I thought it would be advantageous to consider (__________) 
How is your relationship with your Financial Advisor who specializes in ( ______)? 
This is very important and definitely something we should address as soon as possible. 

Accountant To Refer The Realtor To clients who do not own a property

Dear (Client name), 
It was a pleasure to speak with you. I wanted to follow up because I thought it would be advantageous to consider purchasing a property in the near future. The tax and financial benefits are excellent. How is your relationship with your real estate agent who specializes in first time home buyers? I think this is something we may want to address to at least be prepared for the future. Please let me know.