Reciprocity. It’s the unspoken currency of referrals and collaboration and the single biggest reason why most financial advisors and professionals fail to build a predictable referral pipeline.
Let’s stop sugarcoating it. The referral “game” as most people play it is broken. You hope for referrals. You occasionally get “random acts of reciprocity.” But hope is not a strategy, and randomness is not a business model. If you want predictable growth, you must stop waiting for reciprocity and start engineering it.
Successful financial advisors, like you, especially those serving affluent business owners—must work with multiple collaborators: estate attorneys, CPAs, valuation experts, consultants. And yet…
They rarely reciprocate.
If you’re ready to stop wasting time on random acts of reciprocity and start building a repeatable referral engine, it’s time to step up.
If you’re interested in taking your business a step further, head over to my Substack to read the full article and subscribe to Can I Borrow Your Car.
