To grow your practice, it’s important to build a strong network of professional contacts (often called “centers of influence”) who can refer A-list clients to you. These contacts include Certified Public Accountants (CPAs) and attorneys.
The key to success is realizing that fruitful relationships are two-way streets. You’re looking for someone’s help in building your business; he or she expects the same from you. That means demonstrating:
It’s an ongoing process that takes time and effort, but the results can be well worth it.
Social Security is an important topic that clients of CPAs, attorneys, and other financial professionals are likely to ask about. Position yourself as an expert resource who is proactively reaching out to help them serve their clients. Using Pacific Life’s Social Security resources, you can:
Dear Charlie CPA,
If your clients are like mine, they have many questions about their Social Security benefits. I value you as a colleague, and I want to share some articles on advanced Social Security topics that may help as you answer client questions. As always, if I can be of any assistance to you or your clients, don’t hesitate to ask.
Frank Financial Professional
Many professionals may be looking for relevant information to use with clients during conversations about Social Security benefits. You can provide Pacific Life’s Social Security materials that are approved for use with clients. Include a personal note saying that you’d be happy to send additional copies, and that you’re available to answer questions.
Invite your network and their professional colleagues to earn one hour of CE credit (CFP, PACE, CPE) while they learn more about Social Security benefits. Our presentations for professionals focus on helping clients in a wide variety of circumstances to optimize their Social Security benefits. Your Pacific Life consultative wholesaler will be happy to help you secure a presenter and manage the CE process. Call us at (800) 722-2333.
Help bring added value to clients by offering to host a joint educational program on Social Security benefits. Again, your Pacific Life wholesaler can help with the arrangements. (Don’t miss the opportunity to invite your own clients as well.)
If you are working with a broker/dealer, remember that you must always follow your firm’s policies, procedures, and guidelines.
Pacific Life, its distributors, and respective representatives do not provide tax, accounting, or legal advice. Any taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor or attorney.
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Pacific Life refers to Pacific Life Insurance Company and its affiliates, including Pacific Life & Annuity Company. Insurance products are issued by Pacific Life Insurance Company in all states except New York and in New York by Pacific Life & Annuity Company. Product availability and features may vary by state. Each insurance company is solely responsible for the financial obligations accruing under the products it issues.
Variable insurance products are distributed by Pacific Select Distributors, LLC (member FINRA & SIPC), a subsidiary of Pacific Life Insurance Company (Newport Beach, CA) and an affiliate of Pacific Life & Annuity Company. Variable and fixed annuity products are available through licensed third parties.
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For financial professional use only. Not for use with the public.