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Developing New Professional Referral Relationships (Distraction-Proof Advisor Idea Video #339)

You want to develop a great referral relationship with a new Center of Influence. How do you stand out from the crowd?

This holiday season people are going to ask you how business has gone this year. Be prepared with a great, simple answer like this.

Not every client interaction has to be a buttoned-up, hyper-professional event. Here are a couple of ideas on how to make summer a little more fun.

Advisors often deliver similar services. Instead of worrying about being different, describe who and how you help.

When clients ask how you're doing, tactically describe what you've been doing to equip them with words to easily refer you to others.

Guest vlogger Samantha Russell from Twenty Over Ten shares best practices when using video on your advisor website.

Changes provide great opportunities to publicize your expertise and emphasize how you help.

How do you start relationships with Centers of Influence you don't know yet?

Now is a great time to be deepening relationships with Centers of Influence.

Stop telling everyone you're different, because you probably aren't. Instead, tell them how you help.