The 2 Reasons Referrals Fail and the 5-Steps to Make Them Sail!
We would all like our clients to come to us from referrals, for obvious reasons. And there have been hundreds of books and thousands of articles written about how to get referrals. Yet we all still...
View ArticleThe 7 Deadly Referral Mistakes
Check out these 7 common mistakes most financial professionals are making. Are you making them? Are they killing your chances for more high-quality referrals? MISTAKE #1 – Lack of Commitment to...
View ArticleThe Approach for Clients to Hand Over Referrals
Why don’t you get more referrals? Your clients love you. They know you are smart and provide great service. We assume they like their family and friends. So why don’t they refer more? The answer is...
View ArticleMore Referrals with Staff Help
I am often asked about the role staff can play in generating referrals. Here are a few things for you to consider – and then implement (not just consider). Referability Referral generation begins with...
View ArticleThe Approach for Clients to Hand Over Referrals
Why don’t you get more referrals? Your clients love you. They know you are smart and provide great service. We assume they like their family and friends. So why don’t they refer more?The answer is...
View ArticleMore Referrals with Staff Help
I am often asked about the role staff can play in generating referrals. Here are a few things for you to consider – and then implement (not just consider).ReferabilityReferral generation begins with...
View ArticleThe 2-Minute Referral Script That Is Killing It!
(I’m going to give you a formula, and a link to a short audio using the script, that guarantees you’ll get tons of referrals… but first let me vent.)Everything you’ve ever read or heard about referrals...
View ArticleWays to Keep Generating Referrals
If you’ve been following my work for a while, you know that I view the word “referrals” as a “for internal use only” word. When talking with your clients, prospects, and centers of influence, I suggest...
View Article5 Ways to Get Your LinkedIn and Email to Stand Out
I feel your frustration! You send email and LinkedIn messages to prospects and they don’t always respond. Even when your client told the prospect you’d be reaching out… crickets!Your prospects are...
View ArticleReferrals Aren’t Enough Anymore!
Have you noticed how difficult it is to reach people these days? I’m sure you have. It’s hard enough reaching our existing clients, let alone prospects. The days of walking away with names and numbers...
View ArticleWhen Prospects Go Cold on You
Don’t you just hate it when a prospect, seemingly very interested in the work you do, suddenly goes MIA?Of course, there are any number of reasons why this can happen. It’s possible, that you didn’t...
View Article