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Referral Marketing

Read more about the article Authenticity in Faith and Public Discourse

Authenticity in Faith and Public Discourse

  • Post published:September 30, 2025

How long are you going to fake it? And do you really think it’s working? I don’t think I’m all that different from most people on social media, torn between…

Continue ReadingAuthenticity in Faith and Public Discourse
Read more about the article The Synergy of Disciple-Making and Referrals

The Synergy of Disciple-Making and Referrals

  • Post published:September 23, 2025

One of the biggest challenges I see, whether in the church or in the business world, is the tendency to settle for addition when what we need is multiplication. Yesterday,…

Continue ReadingThe Synergy of Disciple-Making and Referrals
Read more about the article The #1 Reason Referrals are the best: Skipping to the Front of the Line In The Sales Process

The #1 Reason Referrals are the best: Skipping to the Front of the Line In The Sales Process

  • Post published:September 16, 2025

Every professional advisor I know wants the same thing: quality conversations with the right people at the right time. The problem? Most of us end up meeting prospects late in…

Continue ReadingThe #1 Reason Referrals are the best: Skipping to the Front of the Line In The Sales Process
Read more about the article The Difference Between a Referral Partner and an Evangelist

The Difference Between a Referral Partner and an Evangelist

  • Post published:August 19, 2025

In my Can I Borrow Your Car methodology, we explore the trust and responsibility behind every referral. When you lend someone your car, you aren’t just giving them transportation—you’re putting…

Continue ReadingThe Difference Between a Referral Partner and an Evangelist
Read more about the article Stop Hiding Behind Email: The Real Secret to High-Value Referral Meetings

Stop Hiding Behind Email: The Real Secret to High-Value Referral Meetings

  • Post published:July 29, 2025

A client recently asked me how to set up a meeting with a key center of influence—a referral source who could truly move the needle for their business. Like many…

Continue ReadingStop Hiding Behind Email: The Real Secret to High-Value Referral Meetings
Read more about the article The Art of Collaboration in Exit Planning: Why Referrals and Risk Mitigation Matter More Than Ever

The Art of Collaboration in Exit Planning: Why Referrals and Risk Mitigation Matter More Than Ever

  • Post published:July 22, 2025

I recently had one of those rare moments of absolute clarity. As someone who has spent a lifetime in the world of referrals and trusted relationships, I’ve always known the…

Continue ReadingThe Art of Collaboration in Exit Planning: Why Referrals and Risk Mitigation Matter More Than Ever
Read more about the article Are you building a business that lasts, or just chasing clicks?!?

Are you building a business that lasts, or just chasing clicks?!?

  • Post published:July 15, 2025

I was up early this Sunday—4:30 AM, coffee in hand—watching a new video by Pete Roberts of Origin USA. How We Fell for the Facade of Quality Pete’s on a…

Continue ReadingAre you building a business that lasts, or just chasing clicks?!?
Read more about the article How to Identify and Cultivate Ideal Clients in a Referral-Driven Financial Practice

How to Identify and Cultivate Ideal Clients in a Referral-Driven Financial Practice

  • Post published:June 24, 2025

Why are ideal clients so critical to the referral process for successful advisers? Here’s the deal: The one downside of the referral process is that it relies heavily on interpersonal…

Continue ReadingHow to Identify and Cultivate Ideal Clients in a Referral-Driven Financial Practice
Read more about the article Become the Obvious Choice: The Quantum Leap Strategy for Ideal Client Growth

Become the Obvious Choice: The Quantum Leap Strategy for Ideal Client Growth

  • Post published:June 17, 2025

I help financial advisors, CPAs, attorneys, insurance agency owners, and consultants build referral-driven practices with more ideal prospects than they can handle. In this edition, I’ll share insights from my…

Continue ReadingBecome the Obvious Choice: The Quantum Leap Strategy for Ideal Client Growth
Read more about the article Effective Ideal Client Acquisition That You Love—No Matter Where You Are in Your Career

Effective Ideal Client Acquisition That You Love—No Matter Where You Are in Your Career

  • Post published:June 10, 2025

Whether you’re just starting out or you’re a seasoned, successful advisor, the realities of client acquisition remain both deceptively simple and deeply complex. I’ve spent my career helping advisors like…

Continue ReadingEffective Ideal Client Acquisition That You Love—No Matter Where You Are in Your Career
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