The Turnkey System

 The Turnkey System: practical working documents, illustrative spreadsheets, engaging presentations, checklists, surveys, training tools and time tested techniques and proven strategies. 

E-Learning Course

Hank Zewald

So if you've consistently struggled to establish strategic partnerships with CPAs because of your lack of knowledge, confidence, etc... You can rest easy knowing that I've most likely figured out the solution to your situation and I put that solution as well as many others inside of this robust system.

And yes it's true... Just the documents of this system (without any live or online training included) have been sold for $100,000 on multiple occasions.  

So consider this offer my gift back to the industry, and the first stepping stone to me sharing with you the #1 lead generation program for financial advisors in the world today.  

It's called the "Client Acquisition Machine" or CAM for short. 

The CAM is the ultimate lead-gen program to put you in front of the right clients (A/B clients, high net worth individuals, business owners, c-level execs with the endorsement from the most trusted advisor in the consumer marketplace.

Here's a sneak peek of what's inside...

• Discover The 3 Most Important Tools You Will Need To Create Long Term Success.  Without These, The CPA Will Quickly Sniff You Out And It Will Be Game over.
• Uncover The 4 Missing Links For The CPA And How You Can Capitalize On Them To Setup And Continuously Strengthen Your Partnership.
• The 4 Deep And Dark Secret Reasons Why A CPA Would Want To Partner With You. (Knowing These 4 Secret Reasons Gives You A Ton Of Leverage During Meetings To Speak Their Language)
• The #1 Thing To Avoid When Establishing Roles With A CPA.  (Overly Ambitious Financial Advisors Frequently Make This Mistake And It Erases All Progress To Reach An Agreement.)
• The Most Impactful Tool To Show The CPA You Are Different Than The Thousands Of Other Financial Professionals Who Are Prospecting Them All The Time.
• The Step By Step Process And Methodology Of Running Strategic And Tactical First Meetings.
• The Non-traditional Process Of Familiarizing Yourself With The Presentation So The CPA Sees And Feels You Quality Understanding Of The System.
• The Playbook For Each Slide Of The Presentation So You Can Leverage The Underlying Purpose Of Each Slide.
• Proven Samples Of High Converting Language You Can Use To Avoid Reinventing The Wheel.
• The Major Final Component To Almost Guarantee The CPA's Excitement For A Second Meeting. 
• The 5 Key Concerns Of All CPAs And The Exact Breakdown Of How To Help Them See Each Obstacle As An Opportunity For Them.
• The Only 3 Things You Need To Focus On When Preparing And Executing Your Marketing Plan.
• The 5 Key Business Development Strategies To Almost Guarantee Success In Your Marketing Efforts While Avoiding The Distractions That Decrease Effectiveness.
• The Under The Radar But Highly Effective Way To Measure A CPA's Comfort Level While Potentially Adding Them As A Person Client To Your Practice.
• The 7 Additional Marketing Strategies To Ensure Success And Inject A Mega Shot Of Confidence In Your CPA Partner Of How Fruitful This Partnership Will Be.
• Everything You Will Need To Conduct Laser-Focused Events That Position You As The Expert In The CPA Community.
• The #1 Thing You Should Never Ever Do With A CPA.  This Will Instantly Kill Any Shot You Had In Establishing A Partnership.
• How To Use A Basic Math Concept Used By Children To Get The CPA To Eagerly Get You In Front Of His Clients.
• The 5 Powerful Concepts That Will Help Avoid Any Deal-breaking IssuesDuring The Integration Of Your Financial Services.
• A Must-hear Interactive Session Between Hank And A Financial Advisor Where Hank Gives Proven Guidance On These Questions (and many more): 
  • After Completing This E-learning Course, How Much Time Should I Allocate To This Program And Developing Partnerships With CPAs And Other Key Centers Of Influence?
  • How Many CPAs Can I Effectively Work With?
  • If The CPA Decides That They Want To Engage In A Partnership And Get Licensed, What Would Be A Fair And Reasonable Revenue Split Arrangement?
  • How Long Does It Take To Find CPAs?  And How Long Will It Take To Develop Business?
  • As You Know, Many Financial Advisors Are Focused On Building Business Based Upon “assets Under Management” Realistically, How Much AUM Could I Gather By Working With CPAs?