About Us

The biggest problems for Financial Advisors and Insurance Agents are leads and customer acquisition. On average, they spend over $1,000 a month on leads alone, hoping they convert into an actual appointment. Just one successful CPA partnership can completely eliminate customer acquisition costs by replacing "leads" with high value referrals from society's most trusted financial professional, the CPA. Two or three successful CPA partnerships can easily translate into seven figures of personal production.

 

An agency of advisors that each have a successful CPA partnership would translate into multiple seven figure streams of income for the agency owner (or upline) in addition to their personal production. What we do is teach advisors how they can generate 20+ appointments (not leads) with CPA's every month who have literally said "yes" to being interested in how the advisor can add value to their practice. This gives them enough opportunities to create those partnerships. If just one successful CPA partnership creates six figures worth of business for an advisor and they're meeting 20 *interested* CPA's every month, going 3 for 240 over the course of a year (a 1.25% closing rate) would mean enough referral partners to make $1,000,000 a very achievable personal production goal.

 

Our model is not limited to our direct clients. Advisors can rapidly accelerate the growth of their agency (and their passive income) by teaching our system to their associates (downline).

Our Team

Vince Simon

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330-507-2693

Producer # 1101375

11421 Chester Road
Cincinnati, OH 45246

Jordan Swift

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419-302-2057

Producer # 1244959

11421 Chester Road
Cincinnati, OH 45246

© 2020 by myCPAgency.com

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