Technology is Undefeated. But So Are Referrals.
Technology is undefeated. AI will change how we all do business. But referrals are undefeated too. Here’s the reality: people have always chased what’s faster, cheaper, and more convenient. AI…
The Difference Between a Referral Partner and an Evangelist
In my Can I Borrow Your Car methodology, we explore the trust and responsibility behind every referral. When you lend someone your car, you aren’t just giving them transportation—you’re putting…
Integrating Owned Media and Referral Strategy: When “Can I Borrow Your Car?” Meets the PESO Model
Over the weekend, I was listening to Mark Schaefer’s Marketing Companion podcast. His guest, Gini Dietrich (author of Spin Sucks), was unpacking the PESO model: Paid, Earned, Shared, Owned media.…
The Uncomfortable Truth About Reciprocity (or the lack thereof) in Referrals and Collaboration
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…
Stop Hiding Behind Email: The Real Secret to High-Value Referral Meetings
A client recently asked me how to set up a meeting with a key center of influence—a referral source who could truly move the needle for their business. Like many…
The Art of Collaboration in Exit Planning: Why Referrals and Risk Mitigation Matter More Than Ever
I recently had one of those rare moments of absolute clarity. As someone who has spent a lifetime in the world of referrals and trusted relationships, I’ve always known the…
Are you building a business that lasts, or just chasing clicks?!?
I was up early this Sunday—4:30 AM, coffee in hand—watching a new video by Pete Roberts of Origin USA. How We Fell for the Facade of Quality Pete’s on a…
Mastering the 80/20 Rule in Referrals and Client Acquisition
I've been diving into 80/20 Sales and Marketing: The Definitive Guide to Working Less and Making More by Perry Marshall. Actually, I’ve been listening to Audible and bought the hardcover…
How Can I Make Sure That Paying For Consulting Is Worth It?
You’re wondering if hiring a consultant is going to be a complete waste of money. You’ve either been burned before or you’ve heard horror stories. Thousands spent, nothing to show.…
How to Identify and Cultivate Ideal Clients in a Referral-Driven Financial Practice
Why are ideal clients so critical to the referral process for successful advisers? Here’s the deal: The one downside of the referral process is that it relies heavily on interpersonal…
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