What has been successful for you?
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Just curious what has been working for people lately. Where are you spending most of your time and getting the most payback? Thanks.
Cost basis research Not much pay back but a !#@!@!# of a lot of work. Just passed $101,000 for this year and I will be glad when tax season is over!
Talk about keeping your cards close to your chest. Open up people, so many views and no comments.
Here is what is working for me best, networking with successful CPAs, Estate Lawyers, and Real Estate Agents. Doing referrals. Cold calling is pitiful, but I still do it.
What was you last big success and how did you get it. Applause to you in advance for the good job you did.
[quote=maybeeeeeeee]
Talk about keeping your cards close to your chest. Open up people, so many views and no comments.
Here is what is working for me best, networking with successful CPAs, Estate Lawyers, and Real Estate Agents. Doing referrals. Cold calling is pitiful, but I still do it.
What was you last big success and how did you get it. Applause to you in advance for the good job you did.
[/quote]I hired a guy to walk up and down the street in front of the EdJones office wearing a Sandwich Board sign with my phone number and picture on it. I have also experience great success using ads on bus stop shelters and benches. Great for HNW clients.
when you guys network with cpa’s, real estate agents, etc…
I presume they give you referalls to their clients
so how does it work? do you pay them a commision or something for the clients you get from them?? or how does it all work?
thanks
[quote=maybeeeeeeee]
Here is what is working for me best, networking with successful CPAs, Estate Lawyers, and Real Estate Agents. Doing referrals. Cold calling is pitiful, but I still do it.
Do estate atty's really refer clients to you? We have found in our town (which at times seems like an alternate universe where bad is good and good is bad) estate atty's are a closed mouth group and accept all the referrals we send them, but don't reciprocate. It's like this secret circle of life....
CPA referral is huge for us with a few of the guys in town we've become close with, and we have learned now that we are indy we can do a "partnership" program.
[quote=joedabrkr] [quote=maybeeeeeeee]
Talk about keeping your cards close to your chest. Open up people, so many views and no comments.
Here is what is working for me best, networking with successful CPAs, Estate Lawyers, and Real Estate Agents. Doing referrals. Cold calling is pitiful, but I still do it.
What was you last big success and how did you get it. Applause to you in advance for the good job you did.
[/quote]
I hired a guy to walk up and down the street in front of the EdJones office wearing a Sandwich Board sign with my phone number and picture on it. I have also experience great success using ads on bus stop shelters and benches. Great for HNW clients.
[/quote]
Joe, can I apply for the sign walker job?
The weird looking old man holding that Little
Caeser’s $5 sign gets me every time.
I also recently saw a young man with curly red hair
doing the sign thing. He was dancing like an idiot,
flailing around this Lil Caeser’s sign all out of
control, giving people the “come on over here” hand
signal… I loved it.
Anyway… to add some sort of substance: Spending
more time with your “more important” clients. A few
referalls from them is better than a lot of referrals
from the lower-spectrum of your clientele.
are your networks with cpa’s commission based.
the cpa gives you a client you pay him a commssion?
how does it work!!!