Bob Ritter's Blog #92: The Prospecting Magic of Endorsed Referrals from CPAs | Bob Ritter's Blog, ideas for financial service professionals

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Bob Ritter's Blog 92 lead generation the prospecting magic of endorsed referrals from CPA's image

Editor’s Note: Due to a scheduling conflict, we have had to change the timing of the Optional Workshop regarding access to “Endorsed Referrals from CPAs” at the 2015 InsMark Symposium. This Workshop has been moved to Friday, March 27, from 5:00 pm to 6:00 pm, at the Symposium hotel, the Green Valley Ranch Resort & Spa in Las Vegas.

Details of this compelling Workshop are below.

Once in a while a really great idea comes along regarding prospecting, and the Institute for Wealth Planning (IWP) has it in spades. There is no one in our industry that I respect more than the two founders of IWP, Simon Singer, CFP, CAP, RFC and Joel Koenig, CLU, AEP.

I believe that IWP has the absolute best resources to provide producers with an all-inclusive gateway to the professional advisor CPA who, in turn, has the best access and control with clients.

Endorsed referrals to clients from such advisors is the key to highly productive interviews. Through its exclusive data mining program, IWP creates these opportunities by helping the CPA determine which clients are best to approach and which financial concepts best apply.

“Where best to go” and “what best to present” remain the two fundamental issues facing all producers. IWP can not only provide you with the endorsed “where best to go” (the CPA’s clients) but also the endorsed “what best to present”.

InsMark is pleased to bring this IWP resource to attendees of the 2015 Symposium. The timing for this Workshop is Friday afternoon, March 27, from 5:00 pm to 6:00 pm at the Symposium hotel, the Green Valley Ranch Resort & Spa in Las Vegas. There is room for only 25 attendees, so please respond immediately if you want to attend.

Click here to learn more about this exclusive IWP program.

InsMark Symposium

We hope to see you at the 2015 InsMark Symposium scheduled for March 27 - 28, 2015, in Las Vegas, Nevada. There are lots of great InsMark concepts and some terrific guest speakers as well. Attendees tell us it is consistently the best sales and marketing meeting they attend all year, including the MDRT, COT, TOT, and Forum 400. Contact Julie Nayeri at 888-InsMark (467-6275) or julien@insmark.com or you can register for the Symposium and review the Agenda below.

	Review Symposium Agenda Friday & Saturday, March 27 - 28, 2015 (Contact Julie Nayeri at 1-888-InsMark (467-6275) or julien@insmark.com for more Symposium information.)


	Register Now! Don’t wait - register now for InsMark’s Symposium!

	IWP Post-Breakout Advanced Workshop Friday, March 27, 2015 \| 5:00 pm to 6:00 pm Don’t wait - register now for the IWP Optional Workshop focused exclusively on IWP’s ability to get you endorsed access to clients of CPA firms.