Thursday, February 12, 2015

How to get in Front of CPAs & Attorneys Using the Values Trust Strategy - Building Out Your Practice

When it comes to targeting a specific demographic group, no other sector in the financial services industry is sought after more than the fiduciary market. CPAs, attorneys and trust officers are primary gatekeepers into the world of wealthy and affluent clients. Learning a first contact approach can open your practice to a significant referral audience.

Anthony uses two items in his marketing arsenal as pre-approach strategies to penetrate this market: The Values Trust strategy and, surprisingly, the extraordinary movie The Ultimate Gift.

6 free gifts from Anthony at

Syndicated financial columnist Steve Savant interviews Anthony Morris, author,International keynote speaker & practice development coach in the financial services sector.

About Steve Savant

Steve Savant

As the National Marketing Spokesperson for Ash Brokerage, Steve Savant looks forward to meeting financial professionals in every way possible - in person or by video through conferences and social media.

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