The CPA lunch problem

You know the CPA lunch problem.

You meet a local CPA.

You buy lunch.

You have a pleasant conversation.

They smile, nod, say they should definitely keep you in mind, and maybe even say, “We should find ways to work together.”

Then nothing happens.

No introductions.

No client conversations.

No steady flow of referrals.

Just another polite professional relationship that never turns into revenue.

The problem is not that you picked the wrong restaurant.

The problem is that the model is broken.

Most advisors are still operating under the old Referral Prayer Model:

Be likable.

Be patient.

Be visible.

Stay in touch.

Hope they remember you when the right client comes along.

But COIs are busy. Their clients are busy. And unless you give them a reason to see you differently, you become one more financial advisor they “should” refer to someday.

The advisors who win are not asking COIs for referrals.

They are giving COIs a stage.

They are interviewing them.

Featuring their expertise.

Giving them professional content.

Sending physical follow-up that actually gets noticed.

Then staying in their world every month in a way no other advisor does.

That is how you move from being another advisor who bought lunch to becoming the person a CPA actively introduces to their clients.

The Referrals for Life Diagnostic will show you exactly where your current COI system stands.

Take the diagnostic HERE!

When you finish, you will have a clear score out of 50 and know what has to be fixed first.

Warmest Regards,
Your DPO Team