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…
I help financial advisors, CPAs, attorneys, insurance agency owners, and consultants build referral-driven practices with more ideal prospects than they can handle. In this edition, I’ll share insights from my…
Whether you’re just starting out or you’re a seasoned, successful advisor, the realities of client acquisition remain both deceptively simple and deeply complex. I’ve spent my career helping advisors like…
If you’re a successful professional advisor — whether you’re a financial advisor, CPA, attorney, M&A professional, investment banker, consultant, or coach — you already know this truth: as your career…
Advisors, This week, I want to challenge your thinking around the concept of the “ideal client” — a term that’s central to my Can I Borrow Your Car? referral methodology.…
As we wrap up the 2025 Exit Planning Institute Summit — where I’m honored to be the 2024 Member of the Year — I want to share some key insights…
This week’s newsletter comes to you from Port Charlotte, Florida, where I’m attending the 2025 Exit Planning Institute Annual Summit. As always, my mind is on collaboration because after connecting…
Are you ready to fill your sales funnel with more high-quality potential clients than you can handle — while loving the process and building a business that thrives on referrals? …
Let’s get straight to the point: Do you understand one of the most uncomfortable truths about predictable referrals for serious professionals? Here it is: the more difficult, the more effort,…
Asking for referrals can be one of the most effective ways for financial planners to grow their client base, but it often comes with the fear of appearing pushy or…
