Skip to main content
webinar register page
Topic
Building Productive CPA Alliances
Description
Getting CPAs to Introduce You to Quality Prospects
Featuring Jonathan Kuttin – Barron's Top 100 & Hall Of Fame Advisor
Hosted by Bill Cates – Referral Coach International
Tuesday, October 20, 2020
1:00pm Eastern, 12:00pm Central, 11:00am Mountain, 10:00am Pacific
Now is a great time to start developing relationships with CPAs, many of whom can become productive sources of new clients. If you’ve struggled with this in the past, perhaps you didn’t have the right approach.
You need to hear from someone who has cracked the code on what it takes to meet and develop results-producing relationships with CPAs and tax professionals.
Jonathan Kuttin currently has created over 70 formalized relationships with accounting firms around the country that provide hundreds of inbound referrals to his team every year. Through his unique relationship process, Jon has created long lasting referral sources and has essentially solved the hardest problem in our industry as financial professionals... "Where is my next client coming from?"
In this high-content session, you will discover:
• the common CPA concerns and myths about partnering with Financial Advisors.
• how to speak the CPA language and earn their trust.
• the art of conducting an effective CPA initial meeting.
• how to avoid common mistakes made by Financial Advisors when approaching CPAs.
• how to effectively lead your CPAs to uncover active-referral opportunities.
• how to develop your CPA relationships into truly prosperous, long-term, and mutually beneficial partnerships.
REGISTER NOW * * * SPACE IS LIMITED
P.S. -- Don't Keep This a Secret! Tell Your Colleagues
Time
Oct 20, 2020 01:00 PM in
Eastern Time (US and Canada)
Webinar is over, you cannot register now. If you have any questions, please contact Webinar host:
Bill Cates
.
×
Share via Email
All fields are required
Your Information
Send to
Message preview
Hi there, You are invited to a Zoom webinar. When: Oct 20, 2020 01:00 PM Eastern Time (US and Canada) Topic: Building Productive CPA Alliances Register in advance for this webinar: https://zoom.us/webinar/register/WN_UoxPHEQmQd6FQ6OQulq6bA After registering, you will receive a confirmation email containing information about joining the webinar. ---------- Webinar Speakers Jonathan Kuttin (CEO @Kuttin Wealth Management & Kuttin Consulting Group) Jonathan Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS® Jonathan Kuttin is a Barron’s Top 100 & Hall of Fame Advisor – currently ranked #49. In addition to running one of the top advisory practices in the country, Jonathan has coached and trained over 1,000 financial advisors and CPAs on how to properly integrate each other’s advice. www.KuttinConsultingGroup.com Bill Cates, CSP, CPAE (President @Referral Coach International & Cates Academy for Relationship Marketing) Bill Cates, CSP, CPAE, works with financial advisors to speed up their growth without increasing their marketing budget. Advisors tap into Bill’s proven process to multiply their best clients through introductions from advocates and Centers of Influence (such as CPAs and attorneys), communicate their value proposition more effectively, and create a reputation in a profitable target market. Bill helps advisors move from push prospecting to magnetic marketing – to attract more Right Fit Clients™. Bill is the author of four best-selling books, Get More Referrals Now, Don’t Keep Me a Secret, Beyond Referrals, and Radical Relevance. Bill is a highly sought-after international speaker and coach, as well as the founder of The Cates Academy for Relationship Marketing™.
×
Switch Time Zone
Time Zone:
(GMT-11:00) Midway Island, Samoa
(GMT-11:00) Pago Pago
(GMT-10:00) Hawaii
(GMT-9:00) Alaska
(GMT-9:00) Juneau
(GMT-8:00) Vancouver
(GMT-8:00) Pacific Time (US and Canada)
(GMT-8:00) Tijuana
(GMT-7:00) Edmonton
(GMT-7:00) Mountain Time (US and Canada)
(GMT-7:00) Arizona
(GMT-7:00) Mazatlan
(GMT-7:00) Chihuahua
(GMT-6:00) Winnipeg
(GMT-6:00) Saskatchewan
(GMT-6:00) Central Time (US and Canada)
(GMT-6:00) Mexico City
(GMT-6:00) Guatemala
(GMT-6:00) El Salvador
(GMT-6:00) Managua
(GMT-6:00) Costa Rica
(GMT-6:00) Tegucigalpa
(GMT-6:00) Monterrey
(GMT-5:00) Montreal
(GMT-5:00) Eastern Time (US and Canada)
(GMT-5:00) Indiana (East)
(GMT-5:00) Panama
(GMT-5:00) Bogota
(GMT-5:00) Lima
(GMT-4:00) Halifax
(GMT-4:00) Puerto Rico
(GMT-4:00) Caracas
(GMT-4:00) Atlantic Time (Canada)
(GMT-4:00) La Paz
(GMT-4:00) Guyana
(GMT-3:30) Newfoundland and Labrador
(GMT-3:00) Santiago
(GMT-3:00) Montevideo
(GMT-3:00) Recife
(GMT-3:00) Buenos Aires, Georgetown
(GMT-3:00) Greenland
(GMT-3:00) Sao Paulo
(GMT-1:00) Azores
(GMT-1:00) Cape Verde Islands
(GMT+0:00) Universal Time UTC
(GMT+0:00) Greenwich Mean Time
(GMT+0:00) Reykjavik
(GMT+0:00) Dublin
(GMT+0:00) London
(GMT+0:00) Lisbon
(GMT+0:00) Nouakchott
(GMT+1:00) Belgrade, Bratislava, Ljubljana
(GMT+1:00) Sarajevo, Skopje, Zagreb
(GMT+1:00) Casablanca
(GMT+1:00) Oslo
(GMT+1:00) Copenhagen
(GMT+1:00) Brussels
(GMT+1:00) Amsterdam, Berlin, Rome, Stockholm, Vienna
(GMT+1:00) Amsterdam
(GMT+1:00) Rome
(GMT+1:00) Stockholm
(GMT+1:00) Vienna
(GMT+1:00) Luxembourg
(GMT+1:00) Paris
(GMT+1:00) Zurich
(GMT+1:00) Madrid
(GMT+1:00) West Central Africa
(GMT+1:00) Algiers
(GMT+1:00) Tunis
(GMT+1:00) Warsaw
(GMT+1:00) Prague Bratislava
(GMT+1:00) Budapest
(GMT+2:00) Helsinki
(GMT+2:00) Harare, Pretoria
(GMT+2:00) Sofia
(GMT+2:00) Athens
(GMT+2:00) Bucharest
(GMT+2:00) Nicosia
(GMT+2:00) Beirut
(GMT+2:00) Damascus
(GMT+2:00) Jerusalem
(GMT+2:00) Amman
(GMT+2:00) Tripoli
(GMT+2:00) Cairo
(GMT+2:00) Johannesburg
(GMT+2:00) Khartoum
(GMT+2:00) Kiev
(GMT+3:00) Nairobi
(GMT+3:00) Istanbul
(GMT+3:00) Moscow
(GMT+3:00) Baghdad
(GMT+3:00) Kuwait
(GMT+3:00) Riyadh
(GMT+3:00) Bahrain
(GMT+3:00) Qatar
(GMT+3:00) Aden
(GMT+3:00) Djibouti
(GMT+3:00) Mogadishu
(GMT+3:00) Minsk
(GMT+3:30) Tehran
(GMT+4:00) Dubai
(GMT+4:00) Muscat
(GMT+4:00) Baku, Tbilisi, Yerevan
(GMT+4:30) Kabul
(GMT+5:00) Yekaterinburg
(GMT+5:00) Islamabad, Karachi, Tashkent
(GMT+5:30) India
(GMT+5:30) Mumbai, Kolkata, New Delhi
(GMT+5:45) Kathmandu
(GMT+6:00) Almaty
(GMT+6:00) Dacca
(GMT+6:00) Astana, Dhaka
(GMT+6:30) Rangoon
(GMT+7:00) Novosibirsk
(GMT+7:00) Krasnoyarsk
(GMT+7:00) Bangkok
(GMT+7:00) Vietnam
(GMT+7:00) Jakarta
(GMT+8:00) Irkutsk, Ulaanbaatar
(GMT+8:00) Beijing, Shanghai
(GMT+8:00) Hong Kong SAR
(GMT+8:00) Taipei
(GMT+8:00) Kuala Lumpur
(GMT+8:00) Singapore
(GMT+8:00) Perth
(GMT+9:00) Yakutsk
(GMT+9:00) Seoul
(GMT+9:00) Osaka, Sapporo, Tokyo
(GMT+9:30) Darwin
(GMT+10:00) Vladivostok
(GMT+10:00) Guam, Port Moresby
(GMT+10:00) Brisbane
(GMT+10:30) Adelaide
(GMT+11:00) Canberra, Melbourne, Sydney
(GMT+11:00) Hobart
(GMT+11:00) Magadan
(GMT+11:00) Solomon Islands
(GMT+11:00) New Caledonia
(GMT+12:00) Kamchatka
(GMT+12:00) Fiji Islands, Marshall Islands
(GMT+13:00) Auckland, Wellington
(GMT+14:00) Independent State of Samoa
×
Continue to PayPal
Click to Continue
×
×
Upcoming Meetings
Would you like to start this meeting?
Would you like to start one of these meetings?
View more...