How to Get Referrals from Centers of Influence Like CPAs and Attorneys
CPAs and attorneys were born without The Reciprocity Gene!
Have you sent referrals to CPAs and attorneys… built what felt like strong relationships… and still received few introductions in return?
Many financial advisors face this frustration because they assume that providing referrals will naturally produce reciprocity. Think again!
Productive relationships with Centers of Influence (COIs) require more than referrals and an occasional lunch.
CPAs and attorneys need:
- confidence in your process,
- a clear understanding of who you serve best, and
- an introduction process that feels safe for them and their clients.
In this video, I explain two mistaken assumptions that limit COI referrals and share five practical ways to strengthen these relationships:
- Meet potential COIs through clients who have already experienced your value.
- Start with how you can serve the COI and benefit your shared clients.
- Bring your value to life through clear explanations and simple case studies.
- Help COIs recognize people who could benefit from knowing you.
- Agree on how to make introductions that help prospects take the next step.
If you want more referrals from CPAs, attorneys, and other professional partners, this video will help you approach those relationships with greater clarity, purpose, and patience.
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