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Read more about the article The Power of Referrals: Why We Should Embrace a New (Ancient) Approach to Business Growth

The Power of Referrals: Why We Should Embrace a New (Ancient) Approach to Business Growth

  • Post published:November 5, 2024

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 Yet, many of us cling to outdated methods, not because they're…

Continue ReadingThe Power of Referrals: Why We Should Embrace a New (Ancient) Approach to Business Growth
Read more about the article The Critical Importance of Structure in a Referral System
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The Critical Importance of Structure in a Referral System

  • Post published:October 15, 2024

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…

Continue ReadingThe Critical Importance of Structure in a Referral System
Read more about the article Why Don’t Financial Advisors Trust Referrals?!?
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Why Don’t Financial Advisors Trust Referrals?!?

  • Post published:October 8, 2024

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…

Continue ReadingWhy Don’t Financial Advisors Trust Referrals?!?
Read more about the article Drowning in a Sea of Mediocrity: Why Referrals Are Even More Valuable Than Ever in the Age of AI

Drowning in a Sea of Mediocrity: Why Referrals Are Even More Valuable Than Ever in the Age of AI

  • Post published:September 17, 2024

“This is EXACTLY  the problem we face when AI churns out content at lightning speed. We risk drowning in a sea of mediocrity. The craft of marketing -- the human…

Continue ReadingDrowning in a Sea of Mediocrity: Why Referrals Are Even More Valuable Than Ever in the Age of AI
Read more about the article Chicken Little Marketing:  Moving From Accidental to Predictable Referrals

Chicken Little Marketing: Moving From Accidental to Predictable Referrals

  • Post published:September 3, 2024

The biggest problem with #referrals are that they sometimes work even if you don’t really have a strategy. Hear me out...just like with the Chicken Little story, because it fell…

Continue ReadingChicken Little Marketing: Moving From Accidental to Predictable Referrals
Read more about the article Are Referrals Still The Best Way For You To Grow Your Business And Love Your Life

Are Referrals Still The Best Way For You To Grow Your Business And Love Your Life

  • Post published:August 27, 2024

Are Referrals Still The Best Way For You To Grow Your Business And Love Your Life?!? Short answer: if they produce results for you and your business The only ‘best’…

Continue ReadingAre Referrals Still The Best Way For You To Grow Your Business And Love Your Life
Read more about the article Why Social Media is Critical For Referral Success For Financial Advisors

Why Social Media is Critical For Referral Success For Financial Advisors

  • Post published:July 30, 2024

Do you love/hate #socialmedia?!? I get it and I feel both emotions at different times, but, I love referrals ALL the time.  That means, as I have come to believe…

Continue ReadingWhy Social Media is Critical For Referral Success For Financial Advisors
Read more about the article The Dark Side of Referrals for Successful Financial Advisors

The Dark Side of Referrals for Successful Financial Advisors

  • Post published:July 23, 2024

Yes, I admit it.  That is totally, 100% a Star Wars reference.  However, there really is a dark side to referrals, especially as you become more successful. Short answer:  Time…

Continue ReadingThe Dark Side of Referrals for Successful Financial Advisors
Read more about the article Bucket List: Experiences Matter More

Bucket List: Experiences Matter More

  • Post published:July 16, 2024

Tomorrow is going to be epic. I imagine most of you are familiar with the expression: bucket list. One of the items on mine has always been to fly fish…

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Read more about the article How to Reduce Frustration with Centers of Influence as an Elite Financial Advisor
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How to Reduce Frustration with Centers of Influence as an Elite Financial Advisor

  • Post published:July 9, 2024

Can I get an Amen?!? I know how it feels as an elite financial advisor that is referring to other professionals, the one’s our managers and trainers told us were…

Continue ReadingHow to Reduce Frustration with Centers of Influence as an Elite Financial Advisor
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