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Life Health > Life Insurance

Stuerke has system for partnering with CPAs

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It’s not often Life Insurance Selling profiles an agent who hasn’t yet hit a 30th birthday, but every now and then we run across a young producer who’s developed a successful approach worth sharing.

Such is the case with 29-year-old Brandon Stuerke, who in less than 10 years in the business has built a thriving system that turns CPAs into very effective referral partners for his independent agency, Golden Financial Group, out of Lake Ozark, Mo. Stuerke is the subject of our “Producer Profile” article in the June issue of Life Insurance Selling, which is up online now.

Stuerke wanted to be able to offer potential CPA referral partners value without having to buy and run another business (the thought of buying the firm of a retiring CPA was where the idea started). So he came up with six components of value that he could offer CPAs to interest them in partnering with him. That has helped generate six CPA partners from a pool of accountants already being used by his top clients, opening doors to other good prospects from the CPAs’ client rosters. The basic premise is to “find out where your ideal clients are already doing business and plugging in from the top,” Stuerke says in the article.

Not a bad idea, and Stuerke provides a good blueprint for how to do it.

Read the whole article: How to team up with CPAs

More blog entries from Brian Anderson.


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