financial advisor Archives

wall construction from expanded clay blocks, applying mortar with trowel

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…

How to ‘3X’ the Amount of Referral Conversations Through How You Handle the Referral Process

Post published:September 10, 2024

There is no shortcut. If you truly want to significantly increase the number and predictability of referral introductions to ideal client prospects you need to be involved (both direct and…

Putting #referrals to the test: How to trust referrals as a Financial Advisor

Post published:February 25, 2021

You can trust referrals. Seems simple, but, do you believe it?I have spent all of my career on #referrals. Either chasing them as a brand new sales rep in the…