LinkedIn is not for everyone, but if you’re in the camp that loves it, listen up. If you don’t love LinkedIn, let me convince you to take a second stab at it.
Facing off with clients at the end of a review meeting with a referral request makes everyone squirm. Those days are over, at least for my clients.
It’s your responsibility to make it easy for people to refer you.
Fear of rejection ranks high, but there’s more than one way to get referrals.
Getting more referrals is one thing and getting better referrals is indeed a completely different issue.
The key to getting referrals from a board is treating those influential people as genuine centers of influence.
Many financial firms have one rainmaker, meaning they rely solely on one person to bring in new business.
Many investors have become unsatisfied with how their advisor chose to respond to the pandemic.
Here are four habits to incorporate into your daily routine that will trigger referral activity.
I have much to say about referrals. For this article, let’s focus in on three of the biggest mistakes I have seen advisors make with referrals.
When you hear or see the word “threat,” it triggers you in some way. Associating that word with referrals will evoke a terrifying shiver. This is, of course, assuming you’re interested in wanting to acquire more referrals.
Imagine if you had a meter to measure the positive energy in your firm. How often would it be buzzing off its hinges at full tilt toward positivity?
Have you ever noticed that Mother Nature always wins?
Doing what others don’t do positions you as someone special. Let’s take a look at two things you can start doing today.
I’ve seen many examples of how advisors make themselves more interesting, but here are three best approaches that have a big impact.
If you asked your COIs to give you a grade, what would they say?
High-achieving female advisors have five things that they focus on daily.
Networking is still happening during COVID-19. Let’s compare two types of networking: external and internal.
Financial advisors are stressed about referrals. Here’s how you manage that stress.
What about all the other components of your referral network beyond clients and COIs? Don’t succumb to wearing referral blinders.
What does your corona response look like? Consider some of these opportunities.
In a profession heavily dominated by men, female financial advisors need women to serve as mentors, role models, confidants and champions.
For many advisors, asking clients for referrals remains a messy, uncomfortable situation.
In my 18 years as a referral coach for financial advisors, I’ve heard every complaint about COI relationships. The number one complaint centers on reciprocity. My clients want the secret to productive, reciprocal COI relationships.