The Critical Importance of Structure in a Referral System
Last week I was out of town installing the foundation of my Predictable Referral System based on my “Can I Borrow Your Car? How Successful Financial Advisors Grow Their Business…
Last week I was out of town installing the foundation of my Predictable Referral System based on my “Can I Borrow Your Car? How Successful Financial Advisors Grow Their Business…
Referrals are more important than ever. This article was first published by me in January of 2021 and it is even more relevant now than back then. I think most…
For someone that has published multiple books on referral marketing this next statement might sound a little crazy: Referrals aren’t for everyone. Let’s look at my average client: The owner…
The biggest problem with #referrals are 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…
You may have noticed that there are no shortage of social media posts on any platform you can think of. A natural response to that from #financialadvisors looking to grow…
Whether you like it or not, everything has already changed in sales. Timothy Hughes, one of the founders of DLA Ignite and the author of THE BOOK about Social Selling…
Do you love/hate #socialmedia?!? I get it and I feel both emotions at different times, but, I love referrals ALL the time. That means, as I have come to believe…
Yes, I admit it. That is totally, 100% a Star Wars reference. However, there really is a dark side to referrals, especially as you become more successful. Short answer: Time…
Tomorrow is going to be epic. I imagine most of you are familiar with the expression: bucket list. One of the items on mine has always been to fly fish…
Can I get an Amen?!? I know how it feels as an elite financial advisor that is referring to other professionals, the one’s our managers and trainers told us were…