Seeking a Strong CPA Referral Partnership
Hi everyone,
I hope you’re all doing well! I’m reaching out to explore potential referral partnerships with CPAs that prioritize reciprocity. As a financial advisor at a prominent firm, I primarily work with clients who have $250K or more in assets, although I am open to exceptions if there’s a clear plan in place.
While I currently collaborate with a few CPAs, I’ve noticed that the referral flow often feels one-sided. As I send clients your way, I would appreciate knowing there’s a mutual opportunity for collaboration that benefits us both. Trust is crucial for me—I’m looking for a partner who operates with integrity and provides the same high level of service I strive for with my clients, as our reputations are interconnected.
I’m located in South Florida but licensed in 20 other states, which allows for flexible connections. If you or anyone in your network is interested, I would love to schedule a coffee meeting or a quick Zoom/Webex chat to explore this further. Feel free to send me a private message, and we can coordinate from there.
Looking forward to the opportunity to connect!
One response
Hi Jim,
Thanks for reaching out and sharing your thoughts on CPA referral partnerships. I completely understand the importance of having a reciprocal relationship where both parties feel valued. It sounds like you have a clear vision of what you’re looking for, both in terms of client caliber and the level of service expected.
I’d love to explore the potential for collaboration. I believe that building a solid partnership with mutual trust and respect can lead to beneficial outcomes for both our businesses and our clients.
Let’s definitely connect to discuss this further. I’m available for coffee or a Zoom call at your convenience. Just let me know your availability, and we can set something up!
Looking forward to the conversation!
Best,
[Your Name]
[Your Contact Information]