Category Archives: Client Referrals

The ONLY referral that Works… and why all the other referral advice is worthless

Why don’t you get more referrals?  Your clients love you.  They know you are smart and provide great service.  We assume they like their family and friends.  So why don’t they refer more? The answer is pretty simple.  REJECTION. It’s … Continue reading

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Get the Best Advice on How to Grow Your Business… You will blow your competitors away!

If you are looking at leveraging the newest and best ways to reach clients, here’s a great way to do it that doesn’t cost you an arm and leg.  Consider sponsoring a marketing, design or public relations class at a … Continue reading

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Simple Ways to Lock the Sale

How skeptical are people today?  Very.  How do you get them to lower their defenses and understand that you truly are there to help?  Start by treating them special… and sadly, in today’s world, it doesn’t take much to make … Continue reading

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Create a Buzz and Get the Most Important People in Town to Come to Your Event

What would you do to start rubbing elbows with the most influential and affluent people in town?  Here’s what a law firm in Minneapolis did to attract an all-star list of attendees at their event. They tapped into people’s ego. … Continue reading

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A Marketing Hole in One!

Wouldn’t you rather be on the golf course, instead of your office on those fine summer days?  Well, here’s a way to have fun AND bring on clients. Invite 2 or 3 people you would like to make clients or … Continue reading

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Get the BEST Testimonials All Advisors… Including RIA’s and Registered Reps Can use!

My office had only one type of art hanging on the walls in the waiting room… 5 big picture frames filled with a collage of snapshots of happy clients, having the time of their lives.  Guess what every prospect looked … Continue reading

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Want to see your sales go up exponentially in one week?

How?  Just get in front of more people, right?  WRONG! FIRST… you must be confident that you can close a… tire kicker plate licker someone that loves their advisor someone that does it all themselves When you are confident you … Continue reading

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What’s the best way to follow up to get the deal?

If you want to seal a deal… ALWAYS follow-up.  People are going to Google, you, your company, your product, and god knows what else… after they leave your office… or after you send them information. So, how do you pre-empt … Continue reading

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What do you do when they say, “Put it in the mail”?

How many times have you put things in the mail to a prospect… and had it turn into business?  Most times?  Or not so often.  When the prospect wants it in the mail instead of meeting with us… we know … Continue reading

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I’ve Been Asked to Speak and I Don’t Have a Presentation!

Many good advisors are asked to speak to groups.  They don’t always give you a lot of time to prepare… and they all have different time limitations and topics they want covered.  So, how do you put together a good … Continue reading

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