Category: Get More Referrals
PART 1 The latest Kitces research on advisor marketing raises an important concern for firms that rely heavily on referrals. The 2026 report describes what it calls the “referral coasting zone.” A firm reaches a…
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Asking for referrals can feel awkward, especially when you don’t want to look like “That creepy referral guy!” If asking for referrals feels awkward, the problem may simply be that you’re asking at the wrong…
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Many advisors are asking themselves, “How do I build an AI-powered practice?” I think a better question is this: If everybody has access to the same technology, how am I going to stand out? Don’t…
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“Referrals are dead!” That’s what someone said on a LinkedIn post the other day. I suppose he thinks that his prospects have started trusting robo-calls, mystery LinkedIn messages, and emails that begin with, ‘Dear Valued…
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Too many financial advisors rely on word of mouth and hope that referrals will naturally flow their way. And some will. Unsolicited referrals are a barometer of great value and great relationships. However, most advisors…
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The early phase of a client-advisor relationship is critical. The first 60 to 90 days, often referred to as “onboarding,” is not just about collecting signatures or completing paperwork. It’s a chance to deepen engagement and…
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Let’s get something straight right out of the gate. Yes, you should show up on time. Yes, you should do what you say, finish what you start, and say please and thank you. Dan Sullivan…
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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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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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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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