Cold calling, mass mailings, public seminars –
where do you find your next client?
Referrals from professionals rank as the #1 source to obtain new clients than all other sources combined.* Certified Public Accountants (CPAs), in particular, are consistently ranked among the most trusted advisors by both business owners and individuals.
CPAs cite "a lack of understanding about their business" as one of the top reasons they are reluctant to offer referrals to life insurance producers. That is why Pacific Life developed the "What CPAs Wish You Knew About Their Business" guide.
This Guide Includes:
- The questions you need to ask a CPA to position yourself as a beneficial resource.
- Ideas and tools that can help you work effectively with CPAs..
- Pacific Life’s CPA kit, which is designed to make it easier for the CPA to send you referrals.