Pick Up Your Phone And Get More Referrals!
Read that title again, please. If you want referrals...you still have to work. I know it sure is fun when people call you up and beg to do business with…
Will #Referrals Work For Me?!?
One of the things that should be factored in, when considering adopting a measurable and forecastable #referralmarketingplan is the behavioral profile of everyone in your organization. Every 'personality' has something…
Don’t Believe The False Idea of Work/Life Balance
Work/Life balance is almost always a terrible idea...and quite frankly, is used to sell worthless coaching to people that are wanting to improve. This is, in my opinion, evil. While…
Why #hope Is A Terrible Strategy For Financial Advisors That Want Better Referrals
Referrals are either random acts of kindness, or, the key driver of sustainable growth. Is hope a real strategy for a #financialadvisor looking to maximize their referral business? In a word:…
Friction: The Hidden Enemy to Financial Advisor Growth
Friction: conflict or animosity caused by a clash of wills, temperaments, or opinions. I am all about growth for #financialadvisors and the most consistent obstacle I face when working with…
Why Financial Advisors Hate ‘Marketing’
There are two basic reasons: (1) Neither Financial Advisors or 'Marketers' understand how to properly calculate the ROI from marketing and (2) Fear and lack of innovation around working with…
Why Financial Advisors Should Not Do Referral Marketing!?!
Not clickbait...I promise. The short answer is not all of us are going to be served by going 'all in' on #referralmarketing. I will stand on a hill, plant my…
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…