Today’s topic is one of my all-time favorites: Referrals and Introductions.
In my almost three-decade career as a coach to advisors, I’ve seen every referral program out there. Most of them “kind of” work, but based on my experience there is a formula that truly does. Unfortunately, most advisors do not use it.
In this episode, I talked about the following:
- (05:18) Why most advisors think they don’t deserve referrals
- (09:59) The problem with the evasive approach to asking for referrals
- (13:23) Three different ways to create awareness
- (17:53) What kind of events do advisors need to host within the year?
- (21:13) What your commitment to your client should be
Related: Seize the Retirement Wave and Elevate Your Advisory Game