Finally! Success With CPA Referrals
For those of you out there like myself who are fed up with declining direct mail seminar responses and are looking for another leg to add to your marketing stool, check out the following site for info on a proven program for partnering with CPAs.
[quote=stuerke52]For those of you out there like myself who are fed up with declining direct mail seminar responses and are looking for another leg to add to your marketing stool, check out the following site for info on a proven program for partnering with CPAs.
How many referrals and how many accounts, assets, and revenue have you generated using your system? Additionally please provide proof (with names and personal info blacked out of course) of your accomplishments, and then we’ll talk.
[quote=stuerke52] Hopefully this will suffice:
If anyone knows the benefits of professional alliances it’s Jack Keeter. Jack has been featured on the cover of Senior Market Advisor Magazine, and in 2003 was inducted into the Society of Senior Marketing Professionals Hall of Fame. In 2008 alone Jack brought in $62 Million of new assets to his firm, Jack Keeter & Associates. Most of that Jack will tell you was not from doing public direct mail seminars. In fact Jack has not done a direct mail seminar in over 3 years. Most of Jack’s business today comes from one source, his CPA partnerships. This system has been taken right from the strategies used by Jack to align himself with these key professionals, and now you can have access to the tools and secrets used by Jack.
Maybe he could use Jack’s name a little more.
I’ve seen Jack Keeter present before. He’s fishing for low- to mid-level insurance producers, to get an override on their life and fixed/EIA business through his marketer, Creative Marketing in KS. I saw this dog-and-pony show about 5 years ago. I think Jack’s a nice guy, but if you work for a decent BD, you don’t need him.
I’ve heard Jack speak and he’s full of out of the box ideas.
Like calling a clients wife and setting up a birthday party with Limo’s for his 10 best friends.
And then asking all of the friends to a say a few words about how they met the friend.
He likes to position himself as the trusted adviser and maybe something comes from it.
He has 50 ideas to generate business that are not cold calling related.
This guy is sharp and he does deal with a lot of bottom feeder insurance index annuity types; but I think you can run with some of his ideas…
The problem is he has so many ideas, you end up getting confused, so you have to pick 1 you like.
He likes to meet 300 new people per month using seminars, meetings etc. and setting up 15 meetings and aiming for 5 new accounts / month.
Jack is legit!