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Category: Get More Referrals

The Language of Asking for Introductions Without Pushing, Begging, or Looking Like The Creepy Referral Guy Excerpted from Bill’s new book… The Language of Referrals:  The Words & Scripts Financial ProfessionalsUse to Win More Ideal…

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In the dynamic world of professional networking, LinkedIn stands out as a pivotal platform for financial professionals seeking to expand their reach and build meaningful connections. Recent insights from Richard Bliss, CEO of Bliss Point Consulting and…

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Looking for clients with a lot of money? Of course, you are. Have you considered the world of philanthropy? For financial advisors, connecting with potential clients who are actively engaged in philanthropy presents a unique…

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Let’s start with the statistical evidence – then we’ll get to the “how to.” I’ve seen two studies indicating that rewarding clients for making introductions increases that desired behavior. The first study was a financial…

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The holiday season serves a banquet of opportunities for financial advisors, and it’s not just about the turkey and pie at Thanksgiving or the twinkling lights of the winter festivities. Each social event, from autumnal…

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You’ve set an appointment with a brand-new prospect (virtual or in-person). That’s great! Now… what is your plan to engage with that new prospect before the meeting? If you can enhance both the value connection…

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We are human… therefore, we have made assumptions about the client acquisition process that guides our actions. Some of these assumptions serve us and some of them don’t. I’ve just launched my newest online academy…

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Spending time with your clients in a non-business, social setting will bring many benefits to both you and them. Whether it’s sharing a meal like breakfast, lunch or dinner, or enjoying activities such as drinks, golf, or…

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In his book, Atomic Habits, James Clear writes, “Your outcomes are a lagging measure of your habits. Your net worth is a lagging measure of your financial habits. Your weight is a lagging measure of your…

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TRUE OR FALSE? My satisfied clients will provide me with introductions to all the Right-Fit Clients™ can handle.             FALSE – Ongoing research conducted by Julie Littlechild (Absolute Engagement) has demonstrated that satisfied clients are…

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