This is not a story about accountants. It’s about how to sell more real estate.
Most accountants make a huge mistake that makes it harder to build their business.
It’s the exact same mistake made by most Realtors and loan officers, so let’s talk about what it is and how to avoid doing the same thing.
A client/accountant relationship is a naturally trusting one; accountants handle what most people consider to be the most private information in their lives. People think of their accountants as advisors and will often look to them for advice about all kinds of things. Most accountants treat their clients as transactions – tax preparation only. The hardest thing in the world to acquire is trust and goodwill. Accountants earn it easier than most and notoriously don’t take advantage of it in their offerings, referral growth or pricing.
Most Realtors do the exact same thing: they let the goodwill of their client relationship diminish after settlement. Of course, you won’t have as much contact with your client after they close; but when asked, over X% of Realtors and Loan Officers acknowledge they want to do a better job of getting referrals from clients after the deal is done.
People know people and if you’re not maximizing your referral opportunities, you’re leaving massive money on the table.
We can directly help increase your flow of referrals from existing clients.
Getting referrals is an art, but we know a lot of science about the best ways to maximize your efforts.
Timing is everything in life but it doesn’t have to be left to luck.
The peak moment in the experience of buying a home is settlement. It’s the most remembered moment and the most emotional. It’s also the most likely moment for someone to be motivated to complain or gush.
At every TitleEQ settlement, we vet and collect the sentiment of your client immediately and electronically. We publish thrilled client reviews in their peak happy moment to google immediately, share these testimonials with you and amplify them for you. More excellent client reviews and amplifying that message leads to better SEO, a bigger audience on social media, more traffic, more leads and more referrals.