This Book Will Show You How To:
- Set the stage for success
- Find out what is needed for success
- Prospecting the right CPA
- Find the Right CPA
- Become the Wealth Manager that all CPAs want to work with
- Integrate your business into the business of the CPA
- Set up the Office to Ensure Clients Remain complaint with AICPA, FINRA and the State Ins Department
- Establish your Goals and the CPAs Goals and objectives
Nothing Better Out there!
I will keep my message short and sweet. If you believe that working with CPAs is a great way to grow your business, then the “Client Acquisition Machine” is for you.
Robert A - Dallas, TX
Don’t pass up this opportunity
No doubt, working with CPAs can have a profound impact on your business. Working with CPAs is strategically obvious, but tactically challenging. In other words, partnering with CPAs is easier said than done.
The “Client Acquisition Machine” is unlike anything you have seen. It is the most comprehensive program in the industry. If you are willing to follow the system, be coachable and put forth the effort; you will enjoy massive success.
Tom C - Portland, OR
It turned out to be a game changer for me and it can be for you as well.
When I saw the “Client Acquisition Machine”, I knew instantly that it had real potential. I was willing to make the really small dollar investment and give it a try.
I went through the 18 unit E-Learning Course, utilized all the key components of The Turnkey System and followed Hank’s instructions to a tee. Take the time to look closely at CAM
Jo D - Charlotte, NC
If you’re a Financial Advisor of any kind who wants to earn more money, help more people or become a recognized leader in your field, this might be one of the most important letters you ever read.
But first...
READ THIS DISCLAIMER
What I'm about to share with you is, what I believe to be, the most effective strategy for stable and consistent growth in your business...no matter what's happening in the world.
However, it is NOT easy and it takes both time and effort to effectively implement this strategy.
It may not even work perfectly the first time you implement it...
So you'll need to stay focused and revise and refine until it's clicking on all cylinders.
If you're looking for the next "get rich quick" plan or strategy, this is NOT that.
This is a proven system, that when you implement correctly and optimize, will generate CONSISTENT qualified prospects at ZERO cost.
I've never taught this system to anyone outside of my private clients who pay me over $20,000/year to implement it for them...
But after 12 months of long hours, focused effort and countless revisions as we refined our own process, I'm thrilled to share this with you now.
So if that sounds good...let's jump in.
Exactly What You're Getting
I’ve put together an 39-page book that you can read in an afternoon.
This isn’t your typical marketing book with a bunch of theories and hypotheticals. It takes you step-by-step through our process of generating highly qualified prospects.
And when you can generate dozens of prospects every year, the impact that has on your business and finances is immediate and massive.
No Matter The Current Economic Situation This Approach STILL Works
Here's why...
The only reason a qualified CPA wouldn't schedule time to speak with you is because they aren't certain you can help them.
Think about that...it's important!
If a CPA was 100% certain you can help them get the result they want...there is NO reason why they wouldn't partner with you.
And this process ensures that is exactly what will happen...
Talking to more CPAs who are Certain you can help them is game changing for your business.
My book walks you through the whole process.
Here's Just A Fraction Of What You'll Get...
- The huge mistake nearly every Financial Advisor makes when trying to partner with CPA's and what you need to do to be different.
- Proof that the system I lay out for you will work for you too, no matter how long you have been a Financial Advisor
-
How to Develop and harness your own team. To effectively capitalize on this opportunity, you need to develop your own team:
- You will learn exactly what CPAs are looking for in a partnership and how to deliver it.
-
The most effective ways to find CPAs (or other professionals) with whom to form a strategic alliance
- How to Approach the CPA
- Sample Letters
-
HOW TO DEVELOP THE ALLIANCE AND SECURE A PRODUCTIVE WORKING RELATIONSHIP
-
Getting the CPA Licensed (Do you need to this?)
-
THE CPA IS ON BOARD— NOW WHAT?
And much, MUCH more...
Here’s the Big Secret That’s In My Book:
99% of the “experts” are still pushing this idea of attending fairs, trade shows etc to give free stuff to strangers in the form of PDF's, webinars, trainings, etc.
But the reality is that with the rise in advertising costs over the past few years, it's nearly impossible to make this approach work for your business.
It’s RISKY to spend money on advertising without knowing if your offer will convert.
And you'll likely end up wasting your time on people who just want a bunch of free stuff but don't have any intention of ever working with you.
People Trust their CPA
Instead of giving away your flyers at the fair for free, you can spend your time and efforts finding and partnering with CPAs
First, every person you talk to will be a warm lead
They will have come to you through their most trusted advisor.....their CPA.
Second, you will have crossed the most difficult hurdle in any business transaction...the first introduction!
For someone to hand over their clients information, there needs to be motivation, belief and trust.
They are motivated to take action, because they believe you can help them and trust you'll deliver on that promise.
Third, the revenue generated from this additional relationship will change your life and your career.
AND... you acquired a motivated person who trusts you and has already proven they are willing to invest money in getting the kind of result your company delivers.
Naturally, the next thing that will happen is...
You'll Get More Clients
If you were able to earn a 1% fee on every $1,000,000 client you generate, how many clients would you want?
As many as you can get, right!!
So whether your company is doing well right now or not, or simply just breaking even, once this formula is figured out, it means you will have total control over the growth of your company.
And when you can confidently speak to and partner with CPAs you will never again have to worry about money or getting clients.
You can gradually turn up the dials on your efforts, and go from generating 2-5 new clients a year 25-50 or more.
Yes, This Will Work For You Too!
If you're a Financial Advisor that wants to partner with CPAs
And you had 100 extra people to talk to every year per CPA, how many of those people do you think might be interested in making the move to work with you and their CPA from the current situation?
Let's be conservative and say it was just 5%...5 people out of 100.
If you had 5 people every year switch all their assets to you to manage.
How much AUM would you raise?
5 new clients every year.
Out of 100 with highly qualified people who have worked with your CPA and now want to speak with you...
You could be terrible at sales and close 5 out of 100 highly qualified candidates every year.
Or you could be great at sales and close 30-40 or more.
Either way, your business, life and finances will be transforming before your very eyes.
Click The Button Below To Get Your Copy Right Now
For just $7.90, you can purchase my 39-page book, Advisor Educational Kit, and get everything you need to implement this game-changing strategy into your business.
“What If This Book Is A Complete Waste?”
If you’re skeptical of ANY advertising claims at this point…
I understand.
And I’m not asking your to let your guard down.
That would be unfair given how many half-truths there are on the internet to wade through.
Instead, here’s my offer:
Buy my book for $7.90.
If you dislike it for ANY reason…
Just let me know and I’ll refund you the $7.90.
You don’t even have to send anything back. Just ask for a refund, and it’s yours.
The Book Is $7.90… But How Much Does It Cost NOT To Purchase It?
Thousands, conservatively.
Not having a consistent source of new business in a shifting economy is risky...
And potentially catastrophic.
In business, if you’re not growing, you’re dying.
And after years of sitting stagnant and never cracking the code of consistent, predictable growth…
You’ll give up - either by choice or by force - and that’s the most costly outcome of all.
Time Is Of The Essence
Do something different right now.
You can invest a few dollars in the same system that has taken Advisors just like you from earning a few thousand a month...to a few thousand a day.
Click the button below to get your copy of the Advisor Educational Kit.
Thanks for reading this very long letter!
Your friend,
Hank Zewald
P.S. Here’s a summary for my Cliffnotes lovers:
It is becoming harder and harder to acquire new clients.
The "secret" to successful and profitable prospecting is to work with CPAs or there people of influence.
If your advertising doesn't cost you anything at the end of the day, you can afford to do a lot of it.
I’m offering you a book that walks you through how we do it.
It’s called Advisor Educational Kit.
It'll show you how to prospect, meet with and ultimately partner with CPAs and other people of influence.
It costs $7.90, but if you dislike it for any reason, just let me know. I’ll refund the money and you can keep the book.
This offer won’t last forever, so act fast!
