Mar 20 in Ask Me Anything Coaching
March 20th 2024
Key Takeaways
- Using video messages (video sales letter) through email to provide value and build relationships is more effective than automated outreach
- Focus on making accountants' lives easier, not just their clients' lives, to get referrals. EVERYONE is all about WIIFM (what's in it for me)
- Connect your advice to clients' emotional goals and aspirations
Topics:
LinkedIn Outreach
- Automated tools like CoPilot can help generate leads quickly but may feel impersonal or sales-focused
- Providing free value like webinars and helpful videos builds trust and gets prospects to open up over time
- Take time to niche down and create tailored messaging before spending on automation tools
Getting Accountant Referrals
- Don't just focus on helping accountants' clients - make the accountants' jobs easier
- Create a one-page tax summary for your clients as an example of value you provide
- Get introductions from mutual clients to start relationships with accountants
Communicating Advice
- Avoid industry jargon - explain concepts simplify and relate to clients' goals
- Ask questions to understand clients' aspirations and motivations
- Connect your advice to emotional goals like travel plans or family time
Next Steps:
- Offering step-by-step guide for getting accountant referrals. Refer 3 new members to Client Acquisition Academy
- Continue weekly community calls
- Encourage members to invite others and grow advisor network
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4 comments
March 20th 2024
skool.com/client-acquisition-academy
Giving away for FREE what other coaches charge thousands of dollars for
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