You can get a steady flow of referrals from real estate agents, insurance agents, stockbrokers, and even car dealers if you offer them something that makes their job easier. That something is a valuable tool on your website.
Nothing could be more valuable to these centers of influence in your community than interactive financial calculators. Interactive financial calculators are fun, educational, and very efficient ways for people to easily understand otherwise complicated financial issues.
Realtors are always talking to new people and businesses moving into your area. Many of them do not yet have an accountant.
These clients of the Realtors need help with some financial decisions. They need to know how much house they can afford to buy. They need to know whether they should take out a 15 or 30 year mortgage. They need to know if it's better to pay point upfront or not.
By going to your site, they can privately perform all these calculations before meeting with a mortgage company and go into the meeting prepared, informed, and confident.
If you know a Realtor in town, you could show them the financial calculators on your site. Show them how they can help their clients by referring their clients to the financial calculators on your website.
Even better, give the realtor a free consultation coupon with your financial calculators URL printed on it. That makes it easy for the Realtors to introduce you.
Again, many of the Realtor's clients don't have an accountant yet. And since you're the first accountant they're introduced to, they'll often retain your services.
Realtors are just one source of referrals that you can tap with your interactive financial calculators. You can read our full report, "How To Create an Endless Stream of New Clients" in our Private Client Area.
This report describes how you can consistently acquire new clients with three other centers of influence in your community.
The thing to remember is that well-designed, interactive financial calculators attract people who are actively searching for solutions to their money matters - the point when they are most in need of your services!
Like people who are looking to buy a house, car, or insurance. And people who are saving/investing for retirement or college educations.
You can tap this huge source of quality referrals when you have a large selection of interactive financial calculators on your website.
These Interactive Financial Calculators are just one of the many useful features included in every CPASiteSolutions website.