Interested in approaching and working with CPAs but dont know where to begin. Can anyone help?

Jul 31, 2019

  1. KazeTBW
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    KazeTBW New Member

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    As a life licensed only agent what type of problems can I help a CPA solve? I have seen several companies saying how powerful a CPA partnership can be but Im just not sure where to begin. Can anyone offer some help or suggestions. Thanks
     
    KazeTBW, Jul 31, 2019
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  2. DHK
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    Last edited: Jul 31, 2019
    DHK, Jul 31, 2019
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  3. Tahoe Ray
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    Tahoe Ray Guru

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    Value prop + knocking on doors. I work with 1 CPA and a handful of RIAs. All of those relationships were forged through networking, referrals, and showing them what I can do to increase their revenue without jeopardizing their relationships.
     
  4. producer1
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    Tahoe Ray, what do you bring to the CPA to increase their revenue without jeopardizing their relationships?
     
  5. Tahoe Ray
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    Tahoe Ray Guru

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    Nothing special. Just acting as an order taker for life and DI needs.

    I provide education on areas where they may not be competent.

    Specifically, I game plan the needs with the professional and go from there. If there is a preconceived notion about a product, I don't debate.

    I'm just there to execute the plan.
     
  6. producer1
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    So how many referrals have you had from the CPA for insurance needs for his/her clients? By the way, who are your targeted clientele? Individuals, businesses, business owners ..?
     
  7. Tahoe Ray
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    Tahoe Ray Guru

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    It's not a lot because the CPAs do taxes and aren't focused on insurance. That's why the more COIs you can work with, the better. I just want to be top of mind when it falls in their lap. P&C agents, financial advisors, etc. are all good possible relationships.

    My personal production is almost exclusively disability insurance so I work with a lot of business owners/self-employed folks.
     
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