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Read more about the article Getting More And Better Appointments for Financial Advisors

Getting More And Better Appointments for Financial Advisors

  • Post published:July 3, 2020

Appointments. That is what you want and that is what you desperately need to have a system that you trust to consistently provide if you are a #financialadvisor. This focus…

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Read more about the article My Father’s Day Experience

My Father’s Day Experience

  • Post published:June 22, 2020

Today my son is 17 years old. Yesterday was Fathers Day here in the states. Every year this is a very significant experience for me because of the journey. Fatherhood…

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Read more about the article Why #hope Is A Terrible Strategy For Financial Advisors That Want Better Referrals

Why #hope Is A Terrible Strategy For Financial Advisors That Want Better Referrals

  • Post published:June 14, 2020

Referrals are either random acts of kindness, or, the key driver of sustainable growth. Is hope a real strategy for a #financialadvisor looking to maximize their referral business? In a…

Continue ReadingWhy #hope Is A Terrible Strategy For Financial Advisors That Want Better Referrals
Read more about the article Financial Advisors: Stop Asking For Referrals to Unicorns!

Financial Advisors: Stop Asking For Referrals to Unicorns!

  • Post published:June 5, 2020

One of the biggest challenges to getting significant numbers of high quality referrals (remember quality isn't measured by their readiness to buy right now, but, instead is measured by the…

Continue ReadingFinancial Advisors: Stop Asking For Referrals to Unicorns!
Read more about the article Why Financial Advisors Need A Written Referral Marketing Plan

Why Financial Advisors Need A Written Referral Marketing Plan

  • Post published:June 4, 2020

Answer: Because you sell your clients a written financial plan don't you?!?The same reason you charge for a financial plan for your clients is the same reason you should consider…

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Read more about the article Why Do Financial Advisors Keep Asking For Referrals To Unicorns?

Why Do Financial Advisors Keep Asking For Referrals To Unicorns?

  • Post published:June 3, 2020

My last blog was on why "Why Referrals Rock At The Top Of The Funnel". Today I am going to dive deeper into why referrals don't get used there by…

Continue ReadingWhy Do Financial Advisors Keep Asking For Referrals To Unicorns?
Read more about the article Referrals Rock At The Top Of The Funnel for Financial Advisors

Referrals Rock At The Top Of The Funnel for Financial Advisors

  • Post published:June 2, 2020

There is nothing, I repeat nothing, more valuable when marketing to the 'top of the funnel' as a Financial Advisor than referrals. The top of the funnel is comprised, in general,…

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Read more about the article Referrals, Billy Graham and Jesus Christ

Referrals, Billy Graham and Jesus Christ

  • Post published:February 22, 2018

How about that for a headline?!? I have been meaning to write this article for a few months and was kicked into action by the passing of one of my…

Continue ReadingReferrals, Billy Graham and Jesus Christ
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