How Can Financial Planners Ask For Referrals Without Feeling Like A Salesperson?
Great question, even if I did ask it myself.Take it from one of the greatest rock bands of all time, The Rolling Stones:“You can't always get what you want, But…
How Can I Trust My Marketing? You Aren’t Doing Anything… Enough!
I had a moment of insight and clarity this morning. There was this amazing moment when 20+ years of business coaching, writing a bestseller on referral marketing and what I…
Chicken Little Marketing: Moving to Predictable Referrals
The biggest problem with #referrals is that they sometimes work even if you don’t really have a strategy. Hear me out...just like with the Chicken Little story, because it fell…
Putting #referrals to the test: How to trust referrals as a Financial Advisor
You can trust referrals. Seems simple, but, do you believe it?I have spent all of my career on #referrals. Either chasing them as a brand new sales rep in the…
Why Don’t Financial Advisors Trust Referrals?
Referrals are more important than ever.I think most sales professionals and sales managers would agree with that statement in almost all industries. If that is the case, why don’t they…
“Should I join a Referral Group?” The 100% Definitive Answer: Maybe.
A friend sent me a LinkedIn message this morning asking for advice on selecting a referral group for his wife to join with her new franchise business. As I started…
Getting More And Better Appointments for Financial Advisors
Appointments. That is what you want and that is what you desperately need to have a system that you trust to consistently provide if you are a #financialadvisor. This focus…
My Father’s Day Experience
Today my son is 17 years old. Yesterday was Fathers Day here in the states. Every year this is a very significant experience for me because of the journey. Fatherhood…
Why #hope Is A Terrible Strategy For Financial Advisors That Want Better Referrals
Referrals are either random acts of kindness, or, the key driver of sustainable growth. Is hope a real strategy for a #financialadvisor looking to maximize their referral business? In a…
Financial Advisors: Stop Asking For Referrals to Unicorns!
One of the biggest challenges to getting significant numbers of high quality referrals (remember quality isn't measured by their readiness to buy right now, but, instead is measured by the…