Tag: building relationships

The not-so-secret secret to enduring success lies not just in the numbers, but in the strength of the relationships you build. Strong relationships create client persistency and makes you super-referable (to get more unsolicited referrals). You’ve heard…

This coming November 21, I’ll be presenting a free webinar on how to multiply your best clients through referrals and introductions. One important principle I’ll cover is the concept of becoming super referable – going beyond client satisfaction…

In the hustle and bustle of modern life, many of us create “bucket lists” filled with dreams we hope to achieve before departing this life. However, wealth advisor, author, and money maven Nicole Middendorf offers…

Looking for clients with a lot of money? Of course, you are. Have you considered the world of philanthropy? For financial advisors, connecting with potential clients who are actively engaged in philanthropy presents a unique…

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….

Getting referrals and introductions without asking for them is probably the most fun way to grow your business – especially if you’re getting introduced to the right types of people. In this blog, I’ll provide…

Getting referrals faster in new relationships is all about providing immediate value. There are many ways to provide value in a brand-new relationship. Sometimes, just setting the appointment brings great value. You know this has…