November 2003

Jeff Oliver, the creator of America's "CPA Direct Advisor System™" will share his marketing & selling techniques on how to work with CPAs successfully. Finding the motivated CPA is the toughest part. It's all about prospecting, isn't it?

He will be discussing a proven and successful concept to generate a lot of sales through CPA alliances in your market place.

• How to locate and attract interested CPAs in your area. "It's all about Prospecting."
• Profiling and Qualifying the right CPA practice to work with.
• How to use the 1040 form line by line to make larger financial planning sales.
• How to master the techniques of the mid-year and year-end tax review.
• How to work smart inside of a CPA practice during Tax season.
• Changing your identity from the financial advisor into that of the tax consultant.
• Understanding the co-source integration model.
• Why just getting the referral from an accountant does not work.
• Getting the CPA staff to uncover unbelievable sales.
• The evolution of working with CPAs, where are we today?

How to Attract and Find Local CPAs Who are Looking to Integrate Your Financial Services into Their CPA Practice

Listen to this coaching call