In the ever-evolving world of financial services, one strategy remains timeless: referrals. While new marketing techniques and technologies may seem more exciting, referrals continue to be the most effective way…
Do you own your marketing? If it’s easy, then everyone can do it! “If no one knows who you are—or they don’t trust you—your marketing efforts won’t matter” - Marcus…
You might think it's odd coming from a referral expert like me, but here's the truth: you need to be oversubscribed by referral. I've been diving into Daniel Priestley's book…
Does your marketing have any soul? Maybe…if you focus on referrals in a proactive and strategic way. I love fly fishing, and I love me some fly fishing videos on…
There was a tremendous post on LinkedIn recently by Mark Stouse, shared by my friend Timothy Hughes from DLA Ignite, that prompted this week’s post for my paid subscribers: AI…
If you're a financial advisor who isn't swayed by the latest marketing trends and believes that human connections and referrals are the best way to grow your business, you face…
Hey there, financial advisors and wealth managers! It's your trusted friend and author of Can I Borrow Your Car? here, ready to dive deep into the world of ideal client…
In our latest episode of our “Why Should I Refer You?” podcast, my friend George Sandmann joins me to discuss the intricacies of referral marketing, the importance of being a…
I love December. It is my favorite time of the year to do some really deep networking. When I was in outside sales, many moons ago, I used to hate…
When your marketing guy is a close personal friend and business associate, it makes the relationship more enjoyable, and provides a level of trust that you need when you are…
