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…
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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…
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You Gotta Want It: Referrals and Relationships Thrive on Commitment
For someone that has published multiple books on referral marketing this next statement might sound a little crazy: Referrals aren’t for everyone. Let’s look at my average client: The owner…
How to ‘3X’ the Amount of Referral Conversations Through How You Handle the Referral Process
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…
Flip The Script: Foundations for Success Integrating Referrals and Social Media: Part 1
You may have noticed that there are no shortage of social media posts on any platform you can think of. A natural response to that from #financialadvisors looking to grow…
Why Social Media is Critical For Referral Success For Financial Advisors
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…
Pulling Back The Curtains On How I Use My Own Referral System
Believe it or not, I use my own referral system. Yes, what I wrote about in my latest book is actually what I do for my self. Of course, everything…
How deep are the roots of your network?
There seem to be two different ‘camps’ when it comes to #networking and #referrals: The ‘wider is better’ technique people and the ‘go deeper’ camp that I am firmly a…