In case youve missed some of the other episodes, the whole idea between creating smart partnerships with CPAs is that instead of constantly seeking referrals and new clients, if you partner with the right CPA, you can both make a lot more money without looking so hard for new clients.
Below is a transcript of video episode number 5 Tibi Zohar on camera.
Today were going to talk about vivid analogies. Youre a financial advisor, you want to partner with CPAs. You want them to understand what you can do for them. How about Mr. CPA, youre sitting on an oil field, youre aware that everybody is drilling on your field, paying you nothing for it. Well I have the drilling companies, I have the gas stations. All you have to do is show me where to drill and Ill do the rest. All you need to do is 10% of the job and Ill do 90%- just show me where that good oil is and well go 50/50 on this partnership.
They understand that. Or how about Mr CPA, Id like to work another shift on your machines at night, while you sleep, you get paid for that, youve got the machines anyway Those are nice vivid analogies that they can understand , it will make things a lot nicer and give them the feeling that they understand better whats in store for them in this partnership.
Take a moment and think about what other analogies you can come up with to help you illustrate the concept of partnering to your new prospective partner.
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