Why Should I Refer You? Podcast: Larry Levine
This podcast is the natural progression of my book, Can I Borrow Your Car? When I decided to launch "Why Should I Refer You?" I knew who the first guest…
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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…
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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…
Can I Get New Ideal Clients From Social? Financial Advisors Need To Stop Skipping Strategy First.
I want to address the biggest problem I see on Linkedin for financial advisors and planners: Skipping strategy. This is why so many of you are working hard (if you…
Flip The Script: Foundations for Success Integrating Referrals and Social Media: Part 1
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…
Why Social Media is Critical For Referral Success For Financial Advisors
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…
Pulling Back The Curtains On How I Use My Own Referral System
Believe it or not, I use my own referral system. Yes, what I wrote about in my latest book is actually what I do for my self. Of course, everything…