Joint Venture Marketing

by Steven
(Florida)

Anyone have ideas about joint venture work with CPA's, Attorneys, P&C Agencies. Any help would be appreciated.
Thanks in advance.

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Working With Other Professionals
by: Ted

Joint venture marketing can be done in many ways. One of the best methods I used was the appreciation dinners (See Topic Page in site map on how this works) for my clients and guests, as part of my ongoing educational and marketing program.

I always had an educational meeting for my clients about 4 times a year. I would sell this upfront to my clients when I was in my selling mode.

"Mr/Mrs Prospect, about every three months I provide an educational program with CPA, Atty,trust Officer for my clients and any guests they want to bring. I feel that if I educate my clients, they will have the knowledge to decide what kind of financial products to purchase during their lifetime. You will be getting a invitation from me as my client, Etc"

I located an attorney, a CPA, and a Bank trust officer and cultivated them as part of my team. They would come to this client appreciation seminars or dinners and give about a 10-15 minute talk and invite people to call them for further information after the seminars.

It was a win-win deal for all of us,as everyone is looking for new clients. In the end, I always ended up at end of year with some leads from them and one of my biggest estate sales came from working with My CPA and Attorney.

Let me know if I can be of further help..

Ted

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