Small business owners have three trusted advisors: an accountant, an attorney, and a financial advisor. These advisors like to do things by the book. But what if your advisor took a different approach in their services? My guest today offers a fun, uplifting, and entertaining experience…from an accountant. (more…)
You have no doubt read the articles listing the top reasons clients leave financial advisors. Those reasons include lack of communication, lack of understanding, and not making clients a priority, just to name a few. (more…)
Each time you turn the news on, you’ve likely seen reports about inflation. Prices are going up at the gas pumps and in restaurants. Now you may be wondering if the progress you’ve made investing in your future is safe. Is it time to hit the panic button? (more…)
Money. We all need dollars and cents to get by, even if we don’t exactly understand what we are doing. Financial literacy should be a goal for all of us. But where can you turn if you don’t even know where to start? My guest today is working to make financial literacy more accessible for every community. (more…)
Why Financial Advisors Should Ask for Referrals
Why Financial Advisors should ask for referrals? Very simply – if you are a good financial advisor you have earned it. Financial Advisors have a great advantage over other sales people when it comes to asking for referrals. Sales people who are selling other products or services typically don’t have the opportunity to positively impact the lives of their clients and their client’s families the way that financial advisors do.
Building a larger client base should be a goal of every professional. Across every industry, referrals are the easiest and most cost-effective way to generate new business. However, if you are like many individuals, you may feel awkward asking your current clients for referrals. Figuring out the right way to request a referral will help you increase your reach.
Are you asking for referrals? If the answer is “no,” then you need to start asking yourself, “why not?”