Episode 54

Working With Accountants

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When you think of working with accountants, do you think of running in the other direction? It is true that you need a different mindset when working with accountants. However, they can be a reliable source of regular referrals – IF you have the right mindset and strategy.

In episode 54 of Mortgage Broker Acceleration James Veigli and Ash Playsted help brokers put themselves in an accountant’s shoes. They break down the key differences between real estate agents and accountants. Tune in to discover practical tips that will help you create invaluable long-term relationships with accountants.

The Key Questions

  • What’s the difference between having accountants and real estate agents as referral partners? (2:42)
  • How can we add value to an accountant’s clients? (7:57)
  • How can you create strategic long-term partnerships with accountants? (10:42)
  • Why do you have to be proactive when working with accountants as referral partners (14:57)

What You’ll Discover

  • Why accountants are generally uncomfortable with referring their clients for a mortgage (8:54)
  • The importance of having a clear value proposition (12:39)
  • How to share the commission (16:30)
  • The 3 things you should do when working with accountants (25:36)

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