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QuickTour - Referrals
 

How To Generate Even More Referrals

The easiest and most professional way to grow your firm is by increasing your word-of-mouth referrals. There are 2 great sources of referrals, your clients and centers of influence. You already know how your clients will generate referrals for you with the interactive financial calculators, now lets talk about the other powerful source of referrals, centers of influence.


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A center of influence is anyone who has already developed a trusting relationship with people you would like as clients. Great centers of influence include local attorneys, real estate agents, insurance agents, stockbrokers, and believe it or not car dealers.

Referrals From Real Estate Agents
Real estate agents are great centers of influence because they are always talking to people and businesses moving into the area. Many of these people need to setup a new accounting and tax relationship. 

When you talk to real estate agents, ask them to take a look at the handy mortgage calculators on your web site. Their clients will be able to use the mortgage qualifier calculator to determine how much house they can afford to buy. Their clients can compare the monthly payments between a 15 year or 30 year mortgage. They can even evaluate what's the best deal with the mortgage points decision calculator.

These calculators really help the real estate agent and they are often happy to tell their clients about your web site. You will find that Realtors are also very willing to setup a link on their web site to your web site.

Setting up real estate agents as centers of influence will help you generate a lot of new referrals and clients. Give it a try, it's easy.

Referrals From Car Dealerships
The car dealerships in your town are another source of great referrals. Like realtors auto dealers can provide their customers tremendous value by recommending your web site. When someone is ready to buy a new car they have to make some very important financial decisions and your financial calculators can help them.

They can use your auto loan analyzer to determine how much car they can afford to buy. They can determine if it is better for them to lease or buy the vehicle. And they can even find out if it makes more sense to take out a second mortgage on their house to pay for the car.

Auto dealers and their sales team will recommend your site to prospective car buyer if you let them know it. And many car dealerships now have web sites where you can setup a link from their site directly to your site.

This will funnel in more new people into your site and the more people you can impress with your site, the more new clients you'll get.

Referrals From Stockbrokers
You can also team up with a bunch of stockbrokers in town. Your site can help their clients as well. Many brokers like to show their clients just how much they need to save/invest each month in order to meet their retirement goals. The fact that the information comes from a local accountant gives the numbers even more creditability.

Stockbrokers also like to use your site to show their clients how much they can save with a IRA or Roth IRA. They even use the site to show their clients how much they can expect to get from Social Security. 

You'll find that stockbrokers are very willing to tell their clients about your web site because your financial calculators help them add more value. 

Referrals From Life Insurance Agents
Insurance agents are another great source of referrals. Insurance agents like to have their prospective clients use the Insurance Needs Estimator on the site. This interactive calculator estimates exactly how much life insurance an person needs to protect their family. 

Insurance agents also like to recommend the variable annuity calculator because it helps them sell more services. The fact that these calculators are on an accountant's web site lends creditability to the need for more insurance. 

You will end up with a lot more referrals from insurance agents because these calculators make it easier for agents to sell insurance. 


What Are These Referrals Worth?
How many new clients could you acquire if you used an elegant web site like this? Could you get 50? What about 15? How about just 5? Imagine if you just got 2 and they only paid you $1,000 each. Do you think it is possible that you would make at least $2,000 from these referrals?

How Would It Feel...
If You Had An Endless Stream Of New Clients?
  
Wouldn’t your life be fantastic if you could do nothing but talk to and meet with qualified, interested, and motivated clients. Imagine the relief and peaceful calm you would feel sitting in your office and meeting with prospects that CALLED YOU. Prospects who want you to help them. Prospects who will BUY services from you the same way a client does with a doctor or a lawyer.

Imagine the secure and marvelous feeling stemming from the knowledge that every day you will have a steady flow of prospects and clients coming to see you. Gone are the days of cold calling or otherwise pestering and begging people to listen to you.

Think of the confidence you will exude because you have ascended to the point in your career where you have so much business, so much money coming in, that you could TRULY care less if people hire you or not. You have so many appointments booked every week that you KNOW you'll get enough profitable clients, regardless of whether one person decides to work with you or not.

That's what this web site will do for you, if you setup enough of these centers of influence. It's not hard and it doesn't take much time, so "just do it"!

Please go to the next page to explore the Newsletter page.

  

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