Category: Be More Referable

Research suggests that when clients articulate the value they see in your services, it strengthens their commitment and makes referrals more natural. Building strong, trusting relationships with your clients is the key to earning referrals…

On January 29 of this year, I posted a blog titled 18 Principles of Effective Marketing Messaging. As a follow-up to that piece, here are the 10 most prevalent marketing messaging mistakes I see advisors making…

Changing financial advisors isn’t just about numbers—it’s personal. Clients often feel conflicted about leaving their previous advisor, even when they know it’s the right decision. They may feel awkward, guilty, or even nervous about having…

This is a guest article from the folks at IronClad Family, the makers iVaultx. In today’s dynamic financial landscape, clients are increasingly seeking advisors who offer more than traditional investment guidance. They desire a comprehensive approach that addresses…

This coming November 21, I’ll be presenting a free webinar on how to multiply your best clients through referrals and introductions. One important principle I’ll cover is the concept of becoming super referable – going beyond client satisfaction…

Lead Programs – Recipe for Mediocrity? While preparing for an in-person workshop with a financial firm, I was interviewing one of their newer advisors. He was telling me about one of their lead programs designed…

Excerpted from Bill’s new book… The Language of Referrals: The Words & Scripts Financial Professionals Use to Win More Ideal Clients This article is Part 2 of a 6-part series. To access Part 1, CLICK HERE….

Get More Referrals by Adjusting Your Referral Self-Talk Excerpted from Bill’s new book… The Language of Referrals: The Words & Scripts Financial Professionals Use to Win More Ideal Clients Adopting a process to produce a…

People are always asking me for specific, tangible ideas for increasing client engagement. So, since I always love an opportunity to share REAL things that REAL people are doing to produce REAL results, here are 4 things that Scott (a financial advisor in San Diego whom I’ve dubbed the “King of Wow”) has done to show his clients how much he cares… and turn them into advocates for his firm along the way.

Did you hear that Twitter is purging millions of accounts every day? In Twitter’s case, it’s because they had millions of “fake” accounts. However, this concept got me thinking about the concept of purging in general, and how many of us (myself included) are guilty of holding onto clients long past when we should. So, how do you know when it’s time to fire a client?