Tag: introductions

Money can expand. You can always make more money – for your clients and yourself. But not time!  You simply can’t make more time. Here’s the irony… As advisors,  we optimize portfolios… and we often…

Today’s blog is a “Sneak Preview” into my upcoming WEBINAR:Unsolicited Referrals: Creating Effective AdvocatesWednesday, April 22 – 1:00pm Eastern Many financial advisors will tell you they want to meet their ideal clients through referrals. After all, who doesn’t…

If you’re relying on clients to make direct introductions, you’re probably leaving some referrals on the table. Many of your clients want to advocate for you.  They just need a softer way. And that usually…

Artificial intelligence can’t replace relationships, but it can amplify them. It may not yet be able to ask for introductions in a truly human, authentic way, but it can lend a hand to make your…

Excerpted from Bill’s new book… The Language of Referrals: The Words & Scripts Financial Professionals Use to Win More Ideal Clients This article is Part 2 of a 6-part series. To access Part 1, CLICK HERE….

Get More Referrals by Adjusting Your Referral Self-Talk Excerpted from Bill’s new book… The Language of Referrals: The Words & Scripts Financial Professionals Use to Win More Ideal Clients Adopting a process to produce a…

There are two ways to be appropriately proactive for introductions: TODAY – I’m going to focus on Promoting Introductions. BUT before I give you some ways to do this, I want to make two preliminary points. 5 Ways…

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.

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.