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Category: Get More Referrals

Backyard barbecues, boat outings, and sporting events are hallmarks of a fun summer.  You’ll be spending time with friends, family, neighbors and total strangers. Make sure you save the “Repellent” for the mosquitoes, not the…

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In-person event marketing and introduction events are coming back. If you are interested in meeting more affluent and wealthy prospects, then introduction events need to be a part of your toolkit. There are many high-level…

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How you receive and process the referrals and introductions you get from clients and centers of influence will determine if these potential advocates provide you with more. I call this process of receiving referrals and…

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Shall we get super tactical this week?  In our V.I.P.S. Method for Asking for Referrals™ the “S” stands for Suggest Names & Categories. The best way to begin your request for introductions – the bullseye…

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One of my very first mentors in sales, Mark Wilensky, used to teach a concept he called “Total Wimp or Too Far?” On the far-left side of a horizontal line he’d write the letters TW….

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Do you ever forget to ask for referrals/introductions? On coaching calls and webinars, this is a very common question. Deciding not to ask and forgetting to ask are usually two separate things. Sure, you can…

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A couple years ago, after a speech, an advisor came up to me and said, “I’ve been in this business for over 20 years and I can probably count the number of unsolicited referrals I’ve…

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On September 3 (2020), we conducted a survey of our subscribers, asking them to share their perspective about printed business cards. Were they dead?  Dying? Still a viable tool? As you might guess, the results…

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Is this “virtual world” here to stay.  Yup!    Okay, maybe not as prevailing as it is now for most of us, but the convenience and efficiency of virtual meetings is too tempting to have them…

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Very few financial professionals have cracked the code for creating truly productive relationships with CPAs. Most financial professionals are going about it all wrong and don’t even know it. Here are the three biggest mistakes…

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