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…
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,…