Category: Get More Referrals

Are you beginning to think about your goals for next year? – Here are 2 goals types of goals you should be creating and 2 mistakes to avoid.

The lifetime value of our clients is not just how you may serve them over a lifetime, it’s also who they can introduce you to over the lifetime of the relationship.  You may be missing opportunities to: 

One might argue that if your business doesn’t remain on the cutting edge of relevance, its doomed to extinction (or at least lackluster performance over time).

Taken directly from my book Radical Relevance, here are the 17 Rules of Radical Relevance. Don’t follow them at your own risk.

Many of your clients are nervous about the market, the economy, and all the other things going on in the world.  Your mission (should you accept it) is to ease their fears and reduce their stress – as best you can.

One way many advisors make it easy and comfortable for their clients to introduce them is by providing them with some sort of tool to use.  Allow me to explain…
I’ve seen advisors use tools such as guides, checklists, short assessments, videos, books, and podcast episodes.

Have you ever had a client ask you, “What should I tell others about you?” And did you have a very simple answer for them; an answer that they would remember and effective enough to compel someone to want to meet you? This is a perfect example of where the phrase less is more might be applied.

Some advisors shy away from creating referral opportunities during bear and volatile markets, while others seize on the opportunities that are all around them. Here are some suggested perspectives and actions that I believe will help you through this or any bear or volatile market.

The seminar environment can be a powerful way to add value to your existing client relationships AND position yourself as a valuable resource to prospective clients. 

Let’s start with three things you already know: Every aspect of your clients’ lives is impacted in some way by money. Your clients’ financial lives do not exist in a vacuum. Many of your clients’…

Please tell me if you’ve ever experienced this situation at work or home: Someone as an expectation of how a process, or meeting, or result might play out. They did not communicate that expectation. That…