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Tag Archives: referrals

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5 quick tips for standing out to clients and referrals

Posted on April 12, 2023 by mdrtadmin

Small continuous improvements and trying ideas that have worked for other financial advisors can keep you moving toward greater success. Try these quick-hit ideas from around the world about referrals,...

Posted in Advising Clients | Tagged referrals, Round the Table, sales ideas, time management | 1 Comment

The ‘password’ to turn more referrals into meetings

Posted on March 29, 2023 by Monty George

When I first started as a financial advisor, my agency gave me a standard script to use for making appointments with prospects. I soon realized that most of the people...

Posted in Marketing | Tagged Academy, client communication, communication, referrals | 1 Comment

Massive growth with targeted referrals and introductions

Posted on March 20, 2023 by Monty George

We went from asking for referrals in a way that was random and without a process to a strategy that was more specific and straightforward. This helped bring massive growth...

Posted in Practice Management | Tagged referrals | Comments Off on Massive growth with targeted referrals and introductions

Ways to use gifts to say thank you — and drive referrals 

Posted on March 3, 2023 by Matt Pais

If someone sends us a referral, we always send a thank-you card or something along those lines. Our clients don’t necessarily know about the referral program, so if they refer...

Posted in Marketing | Tagged marketing, MDRT, mdrt podcast, referrals | Comments Off on Ways to use gifts to say thank you — and drive referrals 

Hacks for reaching goals, managing mornings and asking for referrals

Posted on January 20, 2023 by mdrtadmin

Success is often achieved in small, consistent steps. MDRT members share their tips and hacks that make life and work easier for them. Small steps A key to reaching your goals is...

Posted in Balanced Living | Tagged referrals, RTT, time management, work-life balance | Comments Off on Hacks for reaching goals, managing mornings and asking for referrals

Ideas for starting the new year strong

Posted on January 16, 2023 by Monty George

I have always loved the beginning of the new production year because it means I’m not behind! With a clean slate, the firm’s top producers and I are both at...

Posted in Advising Clients | Tagged client commmunication, referrals | 2 Comments

5 innovative ideas to connect better with clients and prospects

Posted on January 9, 2023 by Monty George

Why be like every other financial advisor in your area when you can be unforgettable to clients? Try one of these five creative and fun ideas to showcase your personality...

Posted in Marketing | Tagged referrals, Social Media | 2 Comments

Seeing family members as separate clients rather than one unit 

Posted on December 2, 2022 by Matt Pais

You spend years developing a relationship with a client, and eventually they are going to pass away. If you have made sure that you’ve involved the next generation, the money...

Posted in Advising Clients | Tagged advising clients, marketing, mdrt podcast, referrals | Comments Off on Seeing family members as separate clients rather than one unit 

Elevate yourself from salesperson to steward

Posted on October 26, 2022 by mdrtadmin

As a financial advisor, you’re in the knowledge-for-profit business. You think for a living. You’re not selling things; you are promoting the promise of the future. Think about commoditization and...

Posted in Marketing | Tagged Annual Meeting, branding, referrals | Comments Off on Elevate yourself from salesperson to steward

Why clients should be forever clients

Posted on September 23, 2022 by Monty George

In my opinion, all your clients should be forever clients. I understand some people do not think that way. When they are starting out (and new to the business) they...

Posted in Practice Management | Tagged referrals | Comments Off on Why clients should be forever clients

5 unconventional ways to ask for referrals

Posted on July 18, 2022 by Monty George

Financial advisors are trained to ask clients for referrals, and so from time to time we ask, “Do you know anyone I can help?” Put on the spot, though, sometimes...

Posted in Marketing | Tagged referrals | 2 Comments

5 favorite ideas from the Annual Meeting

Posted on July 11, 2022 by mdrtadmin

Try these ideas from the 2022 MDRT Annual Meeting speakers about referrals, communications and marketing. 1) Give the referral process a push One of the reasons good clients don’t give referrals is...

Posted in Advising Clients | Tagged Annual Meeting, referrals, Social Media | Comments Off on 5 favorite ideas from the Annual Meeting

Ideas to attract referrals and improve your marketing

Posted on June 1, 2022 by mdrtadmin

Try these ideas from MDRT members around the world to find more clients and build relationships. Reciprocating referrals I mainly work on estate planning for high-net-worth clients. To get to know them,...

Posted in Marketing | Tagged client service, referrals, RTT | Comments Off on Ideas to attract referrals and improve your marketing

7 ways to name-drop without seeming rude

Posted on April 29, 2022 by Antoinette Tuscano

The wealthy people in your area often know each other. You would never violate client confidentiality, but you know plenty of people who aren’t clients but could benefit from your...

Posted in Marketing | Tagged communications, prospecting, referrals | Comments Off on 7 ways to name-drop without seeming rude

Discover what questions are getting in the way of finding clients

Posted on April 27, 2022 by Antoinette Tuscano

I spoke to a financial advisor last week who declared, “I struggle with lead generation and marketing. I’m really good at what I do, though, and I end up closing...

Posted in Marketing | Tagged prospecting, referrals | Comments Off on Discover what questions are getting in the way of finding clients

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5 quick tips for standing out to clients and referrals

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