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The Strategic Referral Team Methodology
I have been working on this one for decades. This will be on the SRT website sometime this week, but I couldn’t wait to share it. I was compelled to…
The Power of Referrals: Why We Should Embrace a New (Ancient) Approach to Business Growth
In the world of professional services, particularly for financial advisors, the way we grow our businesses is constantly evolving. Yet, many of us cling to outdated methods, not because they're…
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How Big Companies Can Sell Small And Win Ideal Clients
This is part 1 of a two-part series on sales and the referral process. Next week will be on the opposite side of the ledger, so to speak. When looking…
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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…
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Why Don’t Financial Advisors Trust Referrals?!?
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…
Writing note showing Referrals. Business photo showcasing Act of referring someone or something for consultation review.
You Gotta Want It: Referrals and Relationships Thrive on Commitment
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…
Drowning in a Sea of Mediocrity: Why Referrals Are Even More Valuable Than Ever in the Age of AI
“This is EXACTLY the problem we face when AI churns out content at lightning speed. We risk drowning in a sea of mediocrity. The craft of marketing -- the human…
How to ‘3X’ the Amount of Referral Conversations Through How You Handle the Referral Process
There is no shortcut. If you truly want to significantly increase the number and predictability of referral introductions to ideal client prospects you need to be involved (both direct and…
Chicken Little Marketing: Moving From Accidental to Predictable Referrals
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…
Are Referrals Still The Best Way For You To Grow Your Business And Love Your Life
Are Referrals Still The Best Way For You To Grow Your Business And Love Your Life?!? Short answer: if they produce results for you and your business The only ‘best’…