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Financial Advisor Marketing Ideas: Referral Scripts Galore
Become Accustomed to Asking For Referrals One of the first marketing strategies I discuss when working with a new financial advisor client is to have them become accustomed to asking for referrals. I...
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Financial Advisors Should Foster a Referral Attitude in Everything They Do
Generating Referrals is a Bright Idea Do you have the faintest idea how to leverage referrals from clients in your practice? If you could change your business model so that you were only accepting new...
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Referral Marketing Ideas – How to Train Clients to Refer Business to You
Fascinating tidbit: Sixty-five percent of high earning wealth managers earning over $800,000 annually ask their clients for referrals on a regular basis. Growing a financial advisor practice through...
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Financial Advisor Marketing Ideas – Create a Referral Campaign
“Do you get many new clients from referrals?” I asked my new financial advisor client. There was a pause. He cleared his throat and said “Not as many as I would expect.” “How often do you ask for...
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11 Magic Words: Financial Advisors and Reciprocal Referrals
I was presenting at a conference for financial advisors a few weeks ago. My favorite topic is “Prospecting” so for this group I was paid to put together a PowerPoint presentation: “29 Surefire Ways to...
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Financial Advisor Client Review Meetings: Make Them Better
Here we are halfway through the year. I hope you are planning some fun personal activities for the summer months. How about a beach vacation? Or how about going to a mountain cabin? Last year I spent...
View ArticleFinancial Advisor Phone Script to Meet With Centers of Influence for Coffee
I’ve noticed over the years that Financial Advisors rarely cultivate relationships with Centers of Influence (COI). Often it’s because they don’t think about business development or they may not be...
View ArticleFinancial advisor marketing strategy: leads groups and networking groups
As a financial advisor, there are a lot of ways you can get new clients. New clients can find you online. You might get referrals from current clients. You could meet new clients at events. If you are...
View ArticleFinancial Advisor Referral Campaigns
As a financial advisor, do you know the best way to get new clients? The answer is, having current satisfied clients or others you have an association with refer new clients to you. Why getting new...
View ArticleFinancial Advisor Storytelling For Referrals
In a recent blog post, we looked at financial advisor referral campaigns. These are campaigns that encourage clients and others to send you referrals. In looking at referral campaigns, we looked at...
View ArticleHow to Ask For Referrals – The Most Effective Way for Financial Advisors
Referrals are a great source of leads. As a Coach for Financial Advisors since 2004, the most common strategy I address right away with my new clients is how to ask for referrals. Most of my finance...
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