Blog #19: How to Solve the Toughest Part of Your Business

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Here’s our dog again . . . except now he’s channeling that elusive center of influence, the certified public accountant (CPA).  Read on to learn a new way to partner with CPAs.


Where to go and what to say -- in a nutshell, that's what your financial career is all about.


Our skill at InsMark has always been to assist you with the "what to say" part of your practice.  We have never been much help with "where to go".


Until now . . . and do we have some big news for you!


Here are the questions I used to ask when I was a producer, the ones I used to hear when I was a GA, and the ones I still get asked today:

  • Why are high quality leads so difficult to obtain?
  • Why can?t I create and maintain professional relationships with CPAs?
  • My renewals are down, and I don't have recurring revenue -- how can I fix that?

Persistent questions with few answers . . . until I learned about the resources available from the Institute for Wealth Planning (IWP).  When you learn about the Institute, its mission, and its founders, you will understand why I became a member.


Why did I join IWP?  Simply, elite professional advisors today all want the same things:

  • More clients;
  • Better and bigger client engagements;
  • Recurring revenue.

How does IWP help bring this about?


The founders of IWP, Simon Singer and Joel Koenig, are our industry icons with a true recipe for success.  Both are life members of Top of the Table and the Forum 400.  Between them, they have over 100 years of practical experience that actually works, not just in theory, but in fact.  If you play golf, imagine how much better you would play with mentoring from Jack Nicklaus and Tiger Woods.


Through Simon and Joel’s leadership, IWP offers a unique combination of marketing, management, and mentoring for its members with these value-added specifics:

  • A process for members to attract and engage partners of CPA firms;
  • An exclusive DataMiner to interface with the CPA?s tax preparation software;
  • A proven process to attract and engage the CPA?s clients;
  • 26 proprietary presentation platforms to create informed buyers;
  • A suite of ?Recurring Revenue Resources? to change your practice and your life.

IWP is not an IMO seeking to recruit you for your business.  It is a mentoring organization designed to solve the “where to go” problem we all have regarding increasing the number of high-level prospects.