AI Generated
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…
AI Generated
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…
wall construction from expanded clay blocks, applying mortar with trowel
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…
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…
How deep are the roots of your network?
There seem to be two different ‘camps’ when it comes to #networking and #referrals: The ‘wider is better’ technique people and the ‘go deeper’ camp that I am firmly a…