It’s been quite some time since I brought this topic up and I woke-up this morning and decided that today is the day for the conversation. Of all the “disconnects” that I have encountered as a coach and consultant in this industry, this is by far the most bizarre and challenging. We are all very smart and bright people. With that said, do you agree with the following statement. “The best way for me to gain new clients is by being introduced by very satisfied happy clients”. So if we agree with that statement, how much time, energy, effort, focus, budget, and resources do you allocate to this business development channel? Now you see the “disconnect”.
Here is what I am going to cover today:
- The REAL reason advisors are not referral centric.
- Debunking some common misconceptions and limiting beliefs around referrals.
- Several proven strategies that actually work.
- My 12-month challenge to you.
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