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    Stop Asking for Referrals and Start Asking for Introductions

    I remember as a shy fifth grader asking my friend Mark to tell the pretty girl that I wanted to take her to the grade school dance. Trying to close a deal like that was scary. As I grew up and gained a little confidence, I stopped asking my friends to do the dirty work. It is ...

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    Topics: financial advisor referrals, LinkedIn for financial advisors, Social media for financial advisors, linkedin sales navigator

    The R Trifecta: Referrals, Retention, and Recurring Revenue

    Every day, we learn more and more about our advisor clients. After analyzing and interpreting client feedback and listening to their needs, we have deduced that advisors want the R Trifecta. We use this term to describe the ability to obtain referrals from their clients and ...

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    Topics: building retention, financial advisor referrals, How-To, how to build a business from referrals, Marketing, Sales Ideas