Why Financial Advisors Need A Written Referral Marketing Plan
Answer: Because you sell your clients a written financial plan don't you?!?The same reason you charge for a financial plan for your clients is the same reason you should consider…
Why Do Financial Advisors Keep Asking For Referrals To Unicorns?
My last blog was on why "Why Referrals Rock At The Top Of The Funnel". Today I am going to dive deeper into why referrals don't get used there by…
Referrals Rock At The Top Of The Funnel for Financial Advisors
There is nothing, I repeat nothing, more valuable when marketing to the 'top of the funnel' as a Financial Advisor than referrals. The top of the funnel is comprised, in general,…
Referrals, Billy Graham and Jesus Christ
How about that for a headline?!? I have been meaning to write this article for a few months and was kicked into action by the passing of one of my…