Let Them Eat Cake!

It’s tax season again for your CPAs so Let Them Eat Cake!  The CPA Advantage Edge Program has unique specialty cake promotions for members that will help set you apart from all the ordinary advisors in town…you are a Wealth Preservation Consultant after all! 

These attractive and large cakes deliver a special message which is sure to get the attention of the hardest prospects to reach in your community.  There are multiple versions of the cake and messages that are available.  The cake promotional program can also be used year-round to not only get the attention of the CPAs in your community, but to also get the attention of other hard-to-reach prospects as well. This is a tremendous door opener for advisors.

Why not expand your cake program to include using it as a door opener with respect to the Tax-Free Retirement System? We have a custom-designed cake that is a replica of the Tax-Free Retirement book.  This cake is sure to get the attention of prospects in your community. Send the cake along with a note in the book to target specific prospects.  The results will be stunning and many of our advisors have had tremendous results!

Everyone likes to feel appreciated and your accountants are no different.  With April 15th quickly approaching, there are several things you can do to stay top of mind with your CPAs when they need you most.  Refer to your training manual for other unique, effective and inexpensive marketing ideas for tax season including a tax time appreciation lunch for your CPA and his/her staff.