Ask your clients to rate their CPA's

Written By: Tim Braheem

Tim Braheem is the Founder and CEO or LoanToolBox.com. To learn more about LoanToolbox, visit their website at www.LoanToolbox.com and watch their demo movie. You can schedule a complete demo by calling their sales department at (877) 684-8665.

Kick off the New Year by starting a new strategy to develop referral relationships with CPAs. I have found that a third party introduction is the better type of appraoch to take when I seek to establish referral relationships with this type of professional. CPAs are generally analytic people who need to see living proof that validates a reason to start up a new relationship. However, they too have a referral based business model. When you win their hearts, you can establish low-maintenance, long-term relationships that benefit all parties involved.

Ask your borrowers to rate their existing CPA.

Start by contacting your existing clients to remind them that tax time is right around the corner. Remind the borrower that their accountant is an extension of their overall financial plan, and should be acting in accordance with their long-term financial goals. This includes running sophisticated analyses and making sure that the borrower is preparing for long-term retirement needs. They should be in touch with their CPA on a consistent basis, not just at tax time when the CPA has their busiest season!

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