Tag: referrals

When Referrals Aren’t a Good Fit (Distraction-Proof Advisor Idea Video #350)

What do you do when a client refers a friend, but after your first meeting, you realize it's not going to be a good fit?

Make the Most of Reconnecting (Distraction-Proof Advisor Idea Video #349)

When you're reconnecting with people at this time of year, don't miss this opportunity.

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?

Gently Create Some Urgency for Referrals (Distraction-Proof Advisor Idea Video #317)

When making New Year and pre-tax season connections with clients, humbly showcase your business success and prompt referrals.

Make Your Client a Referral Hero (Distraction-Proof Advisor Idea Video #297)

Use this small riff on the I've always recommended advisors use to make it even more effective...

3 Powerful Points for Your First 2022 Client Conversation (Distraction-Proof Advisor Idea Video #276)

Now is the time to contact your clients to start the year with meaningful connections. Use this language to make a great impression, show your care for your clients, and gently remind them about referrals, all within your first 2022 conversation.

You’ll Be Asked This – Don’t Waste It (Distraction-Proof Advisor Idea Video #234)

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.

Forever Giving but Never Getting? (Distraction-Proof Advisor Idea Video #202)

What do you do when you keep referring your clients to other professionals but don't receive any referrals coming your way?

The Key to Great Referral Relationships (Distraction-Proof Advisor Idea Video #200)

Developing great referral relationships is simple, if you just remember one thing...

Vetting Clients’ Dissatisfied Friends (Distraction-Proof Advisor Idea Video #188)

Some advisors have been too quiet recently and their clients are unhappy. This can be a great time to grow your business with referrals from existing clients to their dissatisfied friends and family, but make sure to vet these new prospects...