Slow Down to Speed Up
One of the most persistent conflicts I have with my personal clients and audiences I speak to is the objections I get to spending time during the work week, on…
Why AI Means Referrals Are Even Better Now Than Ever Before For Financial Advisors That Target High Net Worth Clients and/or Business Owners
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…
Why Should I Refer You? Podcast: George Sandmann
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…
Why Should I Refer You? Podcast: John Lusher
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…
Why Should I Refer You? Podcast: Tina Corner Stolz
My book, Can I Borrow Your Car? is about referrals and asking the question: are you referrable? That question is one of the main reasons I wanted to have Tina…
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…
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 Yet, many of us cling to outdated methods, not because they're…
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…
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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…