u/notwallst

Looking for a CPA in Dallas that does tax filing and advice. Some real estate knowledge would be helpful.

Feel free to PM me or comment your contact info!

Thanks!

After an abysmal experience recently with smart asset (I know I know)… I’m realizing I need to revamp my marketing

I’m at a BD so I’m heavily restricted in terms of compliance. No website access or SEO, seminars must be pre approved, no custom social media content, etc

***Looking for some advice from other advisors, who built their books of business at wirehouses. How did you deal with the restrictions?***

Here is what I have tried-
***COIs***
I have a few good people like a RE agent and EP firm but I don’t think they’re gonna send me anything. I can’t even get CPAs to have a coffee chat with me to learn more about their practice.

***Table events***
I am not as successful as u/tittyclapper was at these.

***LinkedIn sales nav***
reputable and easy but extremely low contact ratio because I have no custom content

***Networking events***
I have found two that are good once a month the rest of them suck

***Doorknocking***
did this for a while and had a 0.02% success ratio

***Paid lead gen***
screw smartasset and especially their invalidation people. I have talked to the other companies too, and they don’t seem much better.

***401ks***
very knowledgeable in this space but I’ve had no success after about 5000 cold calls.

Have a 4h that’s 20 degrees. Cannot hit it for the LIFE OF ME

I hit my driver 12 degree about 270

I think I am gonna get a 15 degree 3 wood and a 19 degree 5 wood to replace the 4 hybrid

Newish golfer