Browsing articles in "Client Referral"

Referrals: The Lazy Advisor’s Growth Plan

Growth is not a product of laziness; satisfactory service and generic requests will not garner referrals. Visualize and build your brand to grow your business.

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History: Benchmarking Advisor Referral Processes

Jan 11, 2018

For a year we’ve been asking you about your referability, talking about the framework to get there, sharing resources to help. Soon, a new benchmarking tool that tells you exactly where you are and where you can go.

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New Year, New (or Continued) Focus

The results of our end of year survey tell us in no uncertain terms, advisors are focused on becoming more referable in 2018.

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Talking about the Future of Referrals

Sep 28, 2017

In recent separate posts, Julie Littlechild, Stephen Wershing, and I have been all about referrals and building your referability. This week, the three of us talk to each other – and to you – about what’s now, new and next in advisor referability.

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How You Can Leverage Client Communications to Drive Referrals

Aug 24, 2017

In order to connect the dots between client communications and referrals, you need to start with client needs. The good news is that you don’t have to start from scratch to be successful – you can tweak existing strategies and tactics.

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What Goes Into a Referral Marketing System?

Jul 13, 2017

Research shows that the top referral-getters have a relatively structured referral marketing system. As Stephen Wershing of The Client Driven Practice notes, that system hinges on getting the right message out and measuring the results.

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Life, Legacy and the Pursuit of Your Clients’ Kids

Jul 11, 2017

How do you create an opportunity to get in front of your clients’ kids so you can demonstrate your true value to them? This week’s guest blogger, Abby Schneiderman, Co-CEO of Everplans, has some thoughts about facilitating discussions that may help open a door to the next generation.

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The Elements of Referability

Jun 29, 2017

If you’re not getting the referrals you think you deserve, you may need a new approach. We’ve been researching the “elements of referability,” and are now sharing what we’ve learned.

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Shorts: On DOL, Talent Pools, Doing Your Homework and Getting Out

May 25, 2017

Memorial Day is upon us – seems like a good time to grab a pair of shorts (or 4). Today’s “shorts” touch on the DOL and its ramifications, as well as doing your homework (maybe even while you are out of the office).

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Shorts: On Rules, Rhoades and Referrals

Fee-based business is up; transaction-based is down (thanks, DOL Rule). I finally caved to the podcasting craze – referral-based content that did it. Here’s what I’m reading (and listening to) this week.

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