Wanna Know How CPA’s Turn Their Rejected Loan Applicant Clients Into Winners? Part Two

   (And How You Definitely Can Too!)

Quickly picking up where part one left off. Just because your local bankers and or local credit unions.

Have more than their fair share of rejected loan applicants. Definitely doesn’t mean that’s the end of the story, right? In fact going forward. It’s actually the beginning. Don’t you agree?

These valued customers no longer have to feel totally abandoned. Because real help. By way of a proven alternative lending source. Is now, literally just a phone away! How’s that for coming to your clients rescue!

You Definitely Don’t Need A Large Referral Network! (Just An Extremely Proactive One!)

Please keep in mind ladies & gentlemen. Growing, nurturing and maintaining your power network. Is definitely not about having the largest number of physical bodies in your professional network.

Instead, you and I want to focus heavily on quality over pure quantity, agreed? This being the case. Think about both your current professional and personal inner circles.

Which attorneys, CFP’s/Certified Financial Planners. And or attorneys who specialize in business. Do you currently know. Who may have. Or will have clients. In the not so distant future. Who are rejected loan applicants. Which you’re now definitely in the position to help!

Here’s How And Why Education Based Marketing Strategies And Tactics! (Definitely Opens Previously Closed Doors!)

Here’s how and where things potentially get very interesting. Let’s take a closer look at the CPA, Bookkeeper and or Accountant firms. The CPA may decide.

At least part of their/your long term marketing efforts. (Of course you need to inexpensively test your different marketing and promotional strategies.) But at least part of their efforts will be devoted to. Promoting and guest appearing at local “Lunch and Learn” events.

Where they or one of their top partners. And or associates. Teaches a 20-45 minute workshop. (Which may or may not be recorded.)

And educate/inform local business owners and professionals. “How” they can definitely get the commercial or small business loan funding they need. In some cases. (In as little as seven business days or less!

Regardless of their current FICO score! (Simply based on the eventual loan package they qualify for!)

What A Great Feeling! ( To Be Able To Help Some Of Clients! Who Have Been Previously Rejected For A Loan! Finally Get The Funding They Need!

In the case of the extremely marketing savvy Bookkeeper. They primarily prefer to utilize zoom. In order to host their monthly, 90-120 minute Q & A sessions. (And they or you! Provide information about their alternative lending sources. On the back end of their main presentations.)

Where as the extremely marketing savvy Accountant firm. They or you. Prefer to meet and greet in person. (As often as possible!) By attending various local, networking events.

As well as physically going to their banks or credit unions. And letting the loan officers and loan directors know. They have a reputable source. To help those local institutions. Current, future as well as past customers. Get the commercial financing they’re seeking. Or the small business loan they were rejected for!

As well as strategically using both local radio & TV. To further establish their brand. And increase their overall reach in their local community!

These are just some of the proven strategies. For helping rejected loan applicants ultimately win! While helping yourself look like hero too!

When It Comes To Increasing Your Long Term Visibility! (Don’t Shy About Helping Others!)

P.S. Now as is customary during this part of our show. Please share your extremely valuable comments (in the comments section below) that you can apply to your business, product or service in the next 30 days or less!

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And they’re pro-actively looking for potential guest speakers. Please don’t hesitate to-either- pass their name and contact information directly to me or vice versa! Thanks!

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