CHAPTER 29
Influencers
BUILDING A NETWORK OF INFLUENCERS IS THE OBJECTIVE of this market action plan. Influencers are CPAs and attorneys, both of whom are powerful referral sources; these professionals have significant influence with their clients, and when they recommend a financial advisor to their clients, their clients often take heed.
The key to this strategy is quality, not quantity. If you can build a network of six CPAs and estate planning attorneys who consistently give you referrals, you will have built an excellent network.
The objective is to share your approach with these influencers and to demonstrate that this approach is better than the one their clients’ current financial advisors use. But be aware that referring clients to you ...
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