Category: Get More Referrals

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!”

I have a one-word theme for you for 2019. Clarity!

You’ve heard the expression, “A confused mind will not buy.” It’s true. A confused mind will not take action … be it respond to your messages, hire you as their advisor, follow your advice, etc. So, if you want to grow your business in 2019, it’s time to get crystal clear. Keep reading to learn how.

A colleague of mine, Gail Goodman, recently said, “The newest mantra of our society is ‘If I don’t already know you, and you’re not in my phone, I don’t want to know you.’ So, how does an industry dependent on getting new clients survive with this thinking?

The answer? It’s time to get creative! Click to learn an easy and educational strategy for using breakfast meetings as a way for clients to introduce you to their friends and colleagues.

You know what scares the pants off of me? A missed opportunity for a referral. Unfortunately, I see professionals falling victim to these 3 unconscious REFERRAL KILLERS way too often. The scary truth is, if you’re making any of these super-common (and easily avoidable) mistakes, you’re probably inadvertently sending all the wrong messages to your clients … and killing your chances for getting introduced.