Create Profitable Alliances with CPAs

Six Audio Tape Learning System

In Create Profitable Strategic Alliances with CPAs, Steve Moeller shows you how to use proven, step-by-step strategies for building profitable strategic alliances with CPAs and other important centers of influence.

Program Highlights:

  • Identify the most profitable CPAs in your community
  • Understand what motivates CPAs to refer clients to you
  • Position yourself as a problem solver for CPAs and their clients
  • Identify and eliminate CPA's biggest concerns about referring clients
  • Use a 12-step strategy to create win-win relationships with CPAs
  • Generate new clients for yourself and your CPAs
  • Includes sample scripts, letters, and a Marketing Action Plan in hard copy and on diskette

Create Strategic Alliances with CPAs is a turnkey marketing system complete with audio tapes, detailed scripts, checklists, and ready-to-customize forms, letters, and marketing action plan. Here's a session-by-session overview:

  1. Overview of the Strategic Alliance Process, Benefits of Working with CPAs, Marketing vs. Selling, Moeller's Golden Rule of Marketing, Four Strategic Steps, Targeting Your Prospects, Profile of Ideal CPA Firm
  2. Targeting, Researching, and Positioning for Success, Research to Identify Opportunities, How to Be Seen as a Problem Solver, Why CPAs Won't Work with You, Offering Marketing Help to the CPA, CPA Industry Issues and Challenges, Position Yourself as an Expert
  3. Beginning the 12-Step Process to Communicate Your Message, Setting Up the First Meeting, The 12-Step Process, Prioritizing Opportunities, Discovering Specific Opportunities, Get the CPA on Your Team
  4. Developing Your Presentation, Meet to Clarify Interests, Developing Your Presentation, Strategic Alliance Discussion Points, Presenting Your Proposal, Reducing Concerns Over Liability
  5. Building the Long-Term Relationship, Taking the CPA for a Test Drive, Developing Your Presentation, Working with the CPAs Clients, Using the Marketing Action Plan, Implementing Solutions to Client Problems, Building the Long Term Relationship

Creating Strategic Alliances with CPAs Workbook
Provides a detailed 12-step strategy complete with scripts, sample letters, and handouts to use every step of the way. Also includes a diskette filled with these documents for easy editing and customization.

Strategic Alliance Marketing Action Plan
A comprehensive sample proposal developed to solidify a long-term relationship with key strategic alliances. Also included on diskette

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