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The '3 Golden Keys' to More CPA Referrals
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More Referrals by Daryl Logullo -- Issue #42
:60 seconds of business building advice
Better Referrals || More Clients || Higher Income
--- Trusted by over 100,000 Financial Professionals ---
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------------ B e g i n s 6 / 2 6 / 0 3 ---------------
Summer TeleConference Call Series:
"How To Increase Your Referrals from CPA's"
http://www.strategic-impact.com/prod.asp?SKU=CPAgol
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The '3 Golden Keys' to More CPA Referrals
I've gotten a lot of questions this month about:
"What do CPA's want in order for them
to give me more of their quality
referrals?"
The answer is three (3) precise
things. I call them the *3 Golden Keys.*
How do I know?
At last count, 39 CPA's personally told me from
over 100+ hours of interviews.
Fact is, what *you* think a CPA wants from you
*is not* what they truly want. To access
the *Golden Keys* that unlock their affluent
client files, you must organize your approach.
"But I've tried getting CPA referrals
and haven't had any success."
Maybe so. But you haven't *really* tried, because
you're not using the *3 Golden Keys.* More, after this
quick commercial break...
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Discover and Use...
"The '3 Golden Keys' that Unlock More CPA's Referrals"
June 2003 TeleConfernce Call
with Daryl Logullo
Thur 6/26/03 4pm EST // 1pm PST
$59.00 (or less*) before Fri 6/20.
($89.00 after 6/20)
Register now. Take $400 in bonuses.
http://www.strategic-impact.com/prod.asp?SKU=CPAgol
-- If you can't make the call, order a CD. --
+ You'll get complete phone access to
the full, unedited live call with Daryl.
-- Listen from your office, home, or
on a cell phone.
($79.00 value)
+ You'll get a comprehensive 4-page call
outline to follow-along with Daryl.
-- To reinforce the strategies and steps
outlined guaranteed to capture more
CPA referrals ($59.97 value)
+ You'll get a 12,383-word, 17-page
hard-copy transcript of the call -- Word Document.
-- To help you re-learn every sentence, lesson,
and technique after the call ends.
($89.97 value)
+ You'll get a 15-min. follow-up, one-on-one
private coaching session with Daryl.
-- Rated *excellent* by 91% of call attendees.
($250 value)
- You get nearly $500 of value.
- Your investment is fully tax-deductible
as a business education expense.
- You learn, or you won't pay.
Investment: $59.00 (or less*), risk-free
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$30.00 Savings. Act now. Call toll-free
1-866-826-2175
Sneak a preview here:
http://www.strategic-impact.com/prod.asp?SKU=CPAgol
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*{Daryl's Tip}: Share the cost with a colleague, associate
or someone in your office and really save.
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Now, back to....
The Key Concept
Gaining more CPA referrals is easy once you know
*what* a CPA really wants from you -- and it's
not *your* referrals. No, today a CPA is more
concerned about issues like providing cutting-edge
service, eliminating potential client liability,
becoming a trusted business advisor, and even
educating clients on intricate financial strategies.
Sounds a lot like what *you* do, doesn't it?
How do you complement a CPA's practice?
Are you viewed as knowledgeable, or salesy?
Why are you different from other advisors/agents?
Does a CPA really understand your business?
Who is your ideal client? Does a CPA know??
By the way, notice that reciprocating, or "referring back
and forth" between each other, doesn't even make the list.
Join me for the call this month as we go deeper.
http://www.strategic-impact.com/prod.asp?SKU=CPAgol
-- Keep looking Up, Daryl L.
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Copyright 2003 Strategic Impact.
http://www.strategic-impact.com
All Rights Reserved. Reproduction prohibited
without permission. However, if you found this e-letter
helpful, we encourage you to forward it to a colleague.
Helping You Attract More Clients.(sm)
Vero Beach || Boca Raton, FL
Toll-Free (866) 826-2175
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Nationally recognized marketing and referral advice for advisors
as featured in: The New York Times, Ticker Magazine, Registered
Rep, Horsesmouth.com, On Wall Street Magazine and others.
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