Category: Get More Referrals

    Networking is not just about going to networking events.   Some of the best networkers I’ve ever met rarely attend events. Going to events is only one of many ways to meet people…

Some clients will recommend you to others but may fail to actually introduce you.   Advocates, on the other hand, will not only recommend you, they will make sure you get connected. They will hound…

You CAN ask new clients for introductions IF the conditions are just right.   First – Engagement must be created. Second – Value has to be delivered and recognized. Third – They must have the…

When coaching a financial advisor in British Columbia, one of the first things I had him do was check in with his clients using our “Value Discussion” concept. Not only did he receive great feedback…

Bill – I have people in my network who will unlikely ever become clients of mine. How do I use your concepts to engage with them for introductions?   This is a question recently submitted…

Research has shown that it is Engaged Clients who provide referrals and make introductions.   With engaged clients, you’ve made a quality value connection and quality human connection.   The more you get to know…

I get asked that question several times a year. The short answer is, “Don’t waste your time.” Sure, lightning strikes from time to time, but I recommend you use a letter for a different, though…

GUEST BLOG from Jill Addison Founder, FA Client Machine   More and more professionals are turning to video as a way to engage with prospects and clients. My own financial advisor has a great set…

Of all the strategies and tactics I’ve been teaching for 25 years – the most effective (therefore, most important) is what I call the Value Discussion.

In fact, I have a challenge for you that … should you choose to accept … I can almost guarantee will lead to you getting more unsolicited referrals and strengthening your client relationships. Are you ready?

I know of at least two things you and I have in common. We’d both like 2019 to be our best year ever in business. Right? So here are 5 resolutions you and I need to make that we simply can’t break. Some of these may be reminders, and others may be a stretch. But all require action. As Yoda said to Luke Skywalker, “There is no try, only do!”