Chase Lead Sources


Chase lead sources not just leads…

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James E. Veale, CPA, MBT March 7, 2018 at 1:25 pm


Those are good suggestions. But there are still others like estate planner meetings, CPA meetings that focus on financial planning or on estate planning, as well as other very focused groups.

The larger the metropolitan area you live in, the more the opportunities you will find especially between May and November which is outside of heavy income tax filing period.

If you look you will be surprised by the large number of groups you can meet with monthly.

But I agree networking groups consume far to much time for the ultimate value they are. There are exceptions but those are few.

Jay Kaplan March 8, 2018 at 9:18 am

Very much in agreement. I have ONLY (one exception of buying AAG leads) gone the “marketing partner” way to generate business. It may take a bit longer than buying leads; but this method is far more sustaining and will continue to deliver. I hear some great success stories from people who do buy leads, but adding this method will always add to your success.
I am on a show on ESPN each month and will have my own show on a different station starting next month. The business I get from radio is not from those listening, but from other guests as described above.


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