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MEMBER ONLY- PERFECT TIME TO GET ACCOUNTANT REFERRALS

MEMBER ONLY- PERFECT TIME TO GET ACCOUNTANT REFERRALS

But you can't just ask- there is a process... and here are some samples

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Brian Sacks
Feb 01, 2023
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MEMBER ONLY- PERFECT TIME TO GET ACCOUNTANT REFERRALS
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This is the time of year that everyone is thinking about their taxes and getting ready for tax season. But it is early enough in the season that accountants may be receptive to at least speaking with you..
WHEN YOU ARE REFERRED BY A SOMEONE YOUR CLIENT TRUSTS!!!! THEY ARE ALREADY PRE-DISPOSED TO DO BUSINESS WITH YOU .. THIS IS A HOT REFERRAL
The accountant is in the perfect position to tell them they need to consider refinancing or buying a home instead of renting
Keep in mind that this must be a win win with you being seen as a trusted partner NOT A BEGGAR—-

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