Why Referrals Are The Most Dangerous Way For Financial Advisors To Grow Their Business (and the best)!
As some of you may know from following my story on other channels I have been a fan of CrossFit for some time. What many of you didn't know was…
Financial Advisors: Stop Asking For Referrals to Unicorns!
One of the biggest challenges to getting significant numbers of high quality referrals (remember quality isn't measured by their readiness to buy right now, but, instead is measured by the…
Why Financial Advisors Need A Written Referral Marketing Plan
Answer: Because you sell your clients a written financial plan don't you?!? The same reason you charge for a financial plan for your clients is the same reason you should…
Why Do Financial Advisors Keep Asking for Referrals to Unicorns?!?
My last blog was on why "Why Referrals Rock At The Top Of The Funnel". Today I am going to dive deeper into why referrals don't get used there by…
Why Referrals Rock at the Top of the Funnel
There is nothing, I repeat nothing, more valuable when marketing to the 'top of the funnel' as a Financial Advisor than referrals. The top of the funnel is comprised,…
Why I am so passionate about Referrals
You Can Have Everything In Life You Want, If You Will Just Help Enough Other People Get What They Want.” Zig Ziglar Good Morning, Zig's quote above is still so…
How to Enhance and Protect Relationships with Clients by Giving Referrals the Right Way
Referral tip for #financialadvisors: How you handle #referrals you give is #essential. There are three people involved in every quality referral situation (at least) and the leader in the process…
Book Review: Content-Based Networking by James Carbary
Book Review: Content Based Networking by James Carbary https://www.amazon.com/Content-Based-Networking-Instantly-Connect-Anyone-ebook/dp/B082VWVQRY “Relationships are more than a side dish in life. They’re the entree, the side dish and really the entire buffet” James…
Discipline + Values = Life Worth Living
Another post on discipline because I found some really cool stuff from a guy I respect: Brian Kight.Brian’s email from this morning was really good and thought provoking. He…
Guaranteed and Quarantined Performance Improvement – Build Fitness at Home
I came across a really good list of the reasons for building out and investing in your own garage gym. I certainly have been blessed by my decision to…