Give 40+ Hours of Continuing Education to CPAs
If you want more information on how you can be the expert by giving CPE seminars to CPAs, simply e-mail email@example.com.
CPAs can be a tremendous referral source.
The question is: How do advisors 1) get in front of CPAs; and 2) do so with credibility so they will want to refer clients.
The simple solution for how advisors can get in front of CPAs in really what is the most credible manner is through Continuing Education seminars.
Advisors who work through us have the ability to give 40+-hours of CPE credit seminars to CPAs, EAs and accountants.
By sitting up at the front of the room as the lecturer, you will be seen as the expert and will be well positioned to receive referrals from those to who you are lecturing.
The preferred way to give CPE seminars to CPAs is by doing one-hour sessions once a week for 10-20 weeks IN THE CPA’s office. Yep that’s right. You want to find a CPA firm that will commit to coming in to work one hour early one day a week to receive this education. That way you can stay in front of the CPAs which will allow them to ask you questions as they come upon clients who could benefit by a subject, concept. or product you covered in one of your previous sessions.
You can also put on 4, 8, 16+ hour workshops, but then you will be “one and done” which is not the best way to keep in front of CPA to foster a referral relationship.
While actually going in and doing CPE seminars will certainly get you where you want to go, there is a lot of marketing mojo you can generate by simply telling clients and potential clients that you are qualified to give CPE seminars–the point being that there is no downside to getting setup to offer CPE seminars to CPAs. So, what are you waiting for?