Why Every Financial Advisor Needs “Safe Drivers” for Their Business Owner Clients
Hello friends, As many of you know, my mission is to help financial advisors like you fill your sales funnel so full of ideal clients that you need a waiting…
From Buggy Whips to Breakthroughs: Why Financial Advisors Must Shift from Google Thinking to AI Thinking
In 2024, I was honored to be named the Exit Planning Institute Member of the Year. Not because I had the loudest marketing or the flashiest tech, but because I’ve…
Evolving Definitions of Ideal Clients: A “Can I Borrow Your Car?” Perspective
Advisors, This week, I want to challenge your thinking around the concept of the “ideal client” — a term that’s central to my Can I Borrow Your Car? referral methodology.…
Unlock Fast & Predictable Results with a Referral System: How to Get Referrals Faster by Focusing on What Matters Most
If you’ve been following my content or tuning into my podcast, you know I don’t believe in shortcuts. But I do believe in more efficient ways to achieve results. When…
Mastering the Art of Oversubscription Through Referrals
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?
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…
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 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…
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…