Which professionals are worth approaching and which are not? That at first seems like a difficult question but it is really quite simple. Approach the professionals that currently work with your clients.
Give the your clients accountant a call during their down season (May-September). Let them know that you are <client’s name here> financial advisor and that you wanted to introduce yourself and let the accountant know that if they needed any help with your client’s investment information that you would be glad to lend a hand.
How many broker’s take the time to do this with their accountants? Very few and it can really pay dividends when done regularly and properly.
