Enthusiastic Endorsed Model
Trusted Enthusiastically Endorsed Providers and the Giving Tree
There isn’t anything magical to this business except for building relationships. You have to have confidence in your ability to build relationships, and know that those relationships will grow, and you have to practice the models.
The EE Model is a great model to use. Ask every single client, “Can you EE your CPA?” This month, ask that question of everyone. You’re going to have a bunch of introductions to give out. When you have a bunch of introductions to give out, then you have the ability to receive them. We give first. Then we get. Focus on giving. Put your energy around giving. Then you’ll get.
If you want to get introductions from a CPA, the first thing you should do is to build a system where you can generate introductions for those people. Then you’re creating real value for yourself. They’ll see you as valuable. Once they see you as valuable and competent, they’ll refer business to you. SN will demonstrate to them that you’re competent in the thing that you can control, which is service.
Once you have determined that you have a solid group of responsible, reliable and trusted advisors for your clients, it makes sense to bring them together so they can get to know each other and begin networking with each other. Remember any time one of this group makes a business connection from this network you will get credit for it. A best practice would be to bring them together twice a year in a social situation to get to know each other and build friendships. This could be done with a dinner cruise on a river, lake, ocean near you or a holiday party. These may or may not be clients but they probably will become clients over time. To promote your ee advisor you can also plan educational seminars or client appreciation events hosted by yourself and these trusted advisors.
Download the EE form and start asking your clients for their EE providers