What if instead of asking COIs for referrals, you built a system that made them want to send business your way?

That’s the approach Gerry Scott took. A veteran advisor and creator of the Snowbirds US Day Tracker app, Gerry started by solving a simple client problem: tracking IRS and immigration days for snowbirds. 

But the real breakthrough was turning that solution into a platform that promotes accountants and lawyers (his COIs), builds trust with clients, and generates a steady stream of referrals.

In this episode, Gerry shares:

• How solving a client problem opened doors with COIs
  
  
• Why using marketing as a “thank you” creates stronger relationships
  
  
• How promoting accountants and lawyers turned into his best referral strategy
  
  

Show Notes:

• Snowbirds US Day Tracker App: https://snowbirdsusdaytracker.com/download/
• Snowbirds Expat Radio Podcast: https://podcasts.apple.com/us/podcast/snowbirds-us-expats-radio-podcast/id1666689007 

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