What has been successful for you?

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Apr 11, 2006 2:31 pm

Just curious what has been working for people lately.  Where are you spending most of your time and getting the most payback?  Thanks.

Apr 11, 2006 4:36 pm

Cost basis research Not much pay back but a !#@!@!# of a lot of work. Just passed $101,000 for this year and I will be glad when tax season is over! 


Apr 12, 2006 9:39 am

Talk about keeping your cards close to your chest.  Open up people, so many views and no comments.


Here is what is working for me best, networking with successful CPAs, Estate Lawyers, and Real Estate Agents.  Doing referrals.  Cold calling is pitiful, but I still do it.


What was you last big success and how did you get it.  Applause to you in advance for the good job you did.

Apr 12, 2006 9:44 am

Referrals. I ask for referrals. It's so easy.

Apr 13, 2006 8:10 pm

remotecontrol is on the mci friends and family referral plan.

Apr 20, 2006 2:08 am

what do u mean by referall?

Apr 20, 2006 2:16 am

lol.... nvmd

Apr 20, 2006 9:51 am
maybeeeeeeee:

Talk about keeping your cards close to your chest.  Open up people, so many views and no comments.


Here is what is working for me best, networking with successful CPAs, Estate Lawyers, and Real Estate Agents.  Doing referrals.  Cold calling is pitiful, but I still do it.


What was you last big success and how did you get it.  Applause to you in advance for the good job you did.



I hired a guy to walk up and down the street in front of the EdJones office wearing a Sandwich Board sign with my phone number and picture on it.  I have also experience great success using ads on bus stop shelters and benches.  Great for HNW clients.

Apr 24, 2006 11:48 pm

when you guys network with cpa's, real estate agents, etc..
I presume they give you referalls to their clients
so how does it work? do you pay them a commision or something for the clients you get from them?? or how does it all work?

thanks

Apr 26, 2006 3:10 pm

[quote=maybeeeeeeee]


Here is what is working for me best, networking with successful CPAs, Estate Lawyers, and Real Estate Agents.  Doing referrals.  Cold calling is pitiful, but I still do it.


Do estate atty's really refer clients to you? We have found in our town (which at times seems like an alternate universe where bad is good and good is bad) estate atty's are a closed mouth group and accept all the referrals we send them, but don't reciprocate. It's like this secret circle of life....


CPA referral is huge for us with a few of the guys in town we've become close with, and we have learned now that we are indy we can do a "partnership" program.


Apr 27, 2006 12:52 pm
joedabrkr:
maybeeeeeeee:

Talk about keeping your cards close to your chest.  Open up people, so many views and no comments.


Here is what is working for me best, networking with successful CPAs, Estate Lawyers, and Real Estate Agents.  Doing referrals.  Cold calling is pitiful, but I still do it.


What was you last big success and how did you get it.  Applause to you in advance for the good job you did.




I hired a guy to walk up and down the street in front of the EdJones office wearing a Sandwich Board sign with my phone number and picture on it.  I have also experience great success using ads on bus stop shelters and benches.  Great for HNW clients.


Joe, can I apply for the sign walker job?

Apr 27, 2006 1:45 pm

The weird looking old man holding that Little

Caeser's $5 sign gets me every time.



I also recently saw a young man with curly red hair

doing the sign thing. He was dancing like an idiot,

flailing around this Lil Caeser's sign all out of

control, giving people the "come on over here" hand

signal... I loved it.



Anyway... to add some sort of substance: Spending

more time with your "more important" clients. A few

referalls from them is better than a lot of referrals

from the lower-spectrum of your clientele.

Apr 29, 2006 3:58 pm

are your networks with cpa's commission based.

the cpa gives you a client you pay him a commssion?

how does it work!!!