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Increase referrals between accountants and financial planners by at least 25% 

A practical 2 part online workshop for both accountants and financial planners.

Many accountants and financial advisors still encounter barriers in working more closely together to add value to clients. Some of the common roadblocks and complaints include:

• Lack of effective communication to clients about the value of integrated financial advice
• Poor process for tracking internal leads and communicating status of those leads
• Variable quality of the client handover process leading to poor conversion rates
• Lack of tangible objectives for cross-referral activity and results

Whether you’re a financial advisor or accountant, you’re no doubt looking to add more value to your clients, but you’re struggling with some of the practical cross-referral challenges including:

• What do our clients really need in relation to insurance, lending and wealth creation?
• How can we create more opportunities by engaging clients in proactive advisory discussions?
• How can we train our accountants to see how they can enhance the client’s financial position by consulting with financial advisors where appropriate?
• How can we improve the conversion rate of internal leads into new business?

Can you relate to any, or all, of these challenges? Or are you simply looking at ways to improve the financial advisory – accounting relationship in your firm?

In this 2 part online program, we’ll outline the key steps you can take to create more opportunities for financial advisory and accounting cross referrals and track those opportunities. We’ll then discuss how you can improve the conversion rate for these internal referrals.

What’s included in this online program:

1. Two Live Sessions – We’ll run 2 online sessions, both 60 minutes in duration, to help you develop your leverage strategy for administration, workflow management and client relationships.
2. A Step by Step process for improving the quality of internal cross-referral relationships.
3. Case Studies – We’ll provide 4 practical case studies to help you develop your client cross-referral strategies.
4. Workbooks – We’ll provide 2 workbooks to guide you and your team in collaborative discussions and decision making.

Who should attend?

Financial planners, risk managers, mortgage brokers and accountants involved in working together to improve the financial position of their clients.

Date:  Session 1: Wednesday 11^th March 2015. Session 2: Wednesday 18^th March 2015
Times: 12.30pm – 1.30pm AEDT | 2:30pm – 3.30pm NZDT
Fee: $220 inc GST per firm, per location
CPD: This program is eligible for 2 CPE / CPD Hours. A certificate will be provided on request.

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Viewing Limits: Session recordings will be available to view for 3 months following the live session. Subscribers to the TBA Knowledge Library have unlimited access to recordings.

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For Accountants

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