Demonstrate How You Can Help Their Business
Visionary manages a program of repeated communications with bankers, lawyers, other audit firms, financial advisors, and other centers of influence for your firm. Referrals continue to be the single most powerful way to attract clients, but not all referrals are created equal. An existing client referral is the best kind because you have already been vetted. A client is more likely to refer you to a peer when they believe you provide value.
Reinforce Existing Relationships
Often, an existing referral source may not be fully aware of your capabilities. They may be familiar with one or two segments of your practice, but they may not understand your complete reach. We provide a strategy to keep in front of them with relevant information and ideas.
Develop Awareness with New Sources
There are a vast, untapped group of referral partners who have either stereotyped you to be like every other CPA firm or that have no idea you exist. Identify ten to start and approach them with a strategy that differentiates your practice.
Create a Differentiating Communications Plan
Get innovative. Do not send the same messages twenty other CPA firms are doing. Provide thought leadership pieces. Give them something to think about that will help them build value with their clients. Our team will develop a structured communications plan to stay in front of these referral partners, including ideas to for presentations, workshops, roundtables, retreats, and seminars.