Producer Brandon Stuerke of Golden Financial Group in Lake Ozark, Mo., built his successful practice solely through referrals, primarily by partnering with CPAs. You can read the full Producer Profile about Stuerke by clicking here, and read on to learn his six components of value proposition that help him attract potential CPA partners.
1 & 2: Monthly client newsletters and weekly e-mails: For the CPAs who aren’t doing newsletters and e-mails, Stuerke’s firm will write and customize them for the accountants and include a second article under the headline, “A note from our partners in planning.”
“That begins to co-brand us among the CPA’s base of clients,” Stuerke said. “So every week, every month, those clients are getting something of value from the CPA, and it’s got our firm and our information in there.”
3: Online Web linking: Stuerke explains to the accountant about the importance of having a quality website and having clients find the CPAs online.
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“We explain to them that if we chose them as a partner, we would put a link on our website, not just to their website, but to a full-page bio about them, under our ‘approved strategic partners’ page,” Stuerke said. “It shows them that we’ve done a good job building our online reputation and people will be able to find the CPA through our site.”