Generating referrals from accountants

Jun 20, 2017, Written By Consilium

Wouldn’t it be nice if you had a close relationship with an accountancy practice that consistently referred new business to you?

Being fortunate enough to have worked in the past at an accountancy firm, I’ve learned that about three out of every ten clients will ask their tax preparer for help with their personal finances during tax season. That’s an incredible opportunity for you as a financial adviser, if you’d like those tax preparers to refer their clients to you. All you need to do is find a way to be top of mind, so that you’re included in the conversations they’re having with their clients.

The problem is that every other financial adviser also knows this, and is vying for the accountant’s attention, too. So how do you stand out from the crowd?

To get results, you have to understand the three biggest problems that accountants face, that you can help solve for them. Only then will you have the relationship necessary to get them to refer their clients to you.


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