CPAs/Estate Planning Attorneys

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Sep 14, 2009 10:58 am

I would, of course, love to get in with a CPA and an Estate planning attorney. I need to figure out a way to set myself apart, since I am in a metropolitan area with a heavy concentration of brokers. (Hilliard Lyons is HQed downtown, a mile from my target location, along with a UBS tower among others.) Should I call first or drop in? What type of materials should I take?

 
Also, is there any way to find new/newer CPAs and Estate Planning Attorneys?
Sep 14, 2009 11:01 am
MsBroker:

I would, of course, love to get in with a CPA and an Estate planning attorney. I need to figure out a way to set myself apart, since I am in a metropolitan area with a heavy concentration of brokers. (Hilliard Lyons is HQed downtown, a mile from my target location, along with a UBS tower among others.) Should I call first or drop in? What type of materials should I take?



Also, is there any way to find new/newer CPAs and Estate Planning Attorneys?







If you want newer CPAs and Estate Planning Attorneys, try craigslist.

Sep 14, 2009 5:10 pm
I bet most are men.  I recommened something short on the legs and low cut on the top. 
 
Seriously though --- why not wait until you have an office and some experince?  I'm personally holding off on all business prospects and referral centers until that time. Just my opinion though.
Sep 17, 2009 12:35 am
MsBroker:

I would, of course, love to get in with a CPA and an Estate planning attorney. I need to figure out a way to set myself apart, since I am in a metropolitan area with a heavy concentration of brokers. (Hilliard Lyons is HQed downtown, a mile from my target location, along with a UBS tower among others.) Should I call first or drop in? What type of materials should I take?

 
Also, is there any way to find new/newer CPAs and Estate Planning Attorneys?
 
Kentucky Bluegrass? I see we have a mideastern girl here......
Sep 17, 2009 5:33 pm

Kentucky- beautiful women, fast horses...



Mideastener? That's offensive. Southern through and through. I've got the accent to prove it.



Sep 17, 2009 6:06 pm
MsBroker:

Kentucky- beautiful women, fast horses...

Mideastener? That's offensive. Southern through and through. I've got the accent to prove it.

 
How about Fast women and beautiful horses?
Sep 21, 2009 2:07 am

Give the CPA and Estate Planning attorney business and business will follow.  Simple to say difficult to do.

Sep 21, 2009 3:08 am
DodgerDraftpick:

Give the CPA and Estate Planning attorney business and business will follow.  Simple to say difficult to do.



 
That's true, but the reality is that we typically only have the ability to give business to a few people.  It's awfully hard for us to know if the CPA/attorney is very good, just like it's hard for them to know if we are good.
 
The main ways to get business from an attorney/CPA:
1) Make them your personal client.
2) Be their personal client.
3) Send business to them.
4) Find a way for them to be compensated for sending business to you.
5) Find a way for them to look at you as an expert.
 
I firmly believe that #1 is crucial or at least the attempt at making them a client.  Without doing this, it is very difficult to understand how you work, what you know, and the professionalism in which you enbody.