Ideas for starting the new year strong
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...
Tag Archives: referrals
5 innovative ideas to connect better with clients and prospects
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...
Seeing family members as separate clients rather than one unit
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...
Elevate yourself from salesperson to steward
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...
Why clients should be forever clients
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...
5 unconventional ways to ask for referrals
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...
5 favorite ideas from the Annual Meeting
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...
Ideas to attract referrals and improve your marketing
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,...
7 ways to name-drop without seeming rude
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...
Discover what questions are getting in the way of finding clients
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...
Using a scorecard to enhance your referral process
I was getting introductions, but they weren’t to the right people. So, I created a scorecard and gave it to all the people who refer introductions to me. This took...
3 ideas to make a lasting impression on clients
Try these three ideas to increase your business and calm your mind. Asking for referrals I ask my clients, “Are you satisfied with how I handle your policies?” If the client answers...
Boost your quality leads with the power of introductions
It was 2019, and David had hit a plateau in his business as a financial advisor. He had started with what his manager called his “warm market”— his family, friends and...
How to use social media for referrals
When used correctly and with some patience, social media can help you find clients. Here’s how this works for me. I find my clients who are most active on social media...
17 places to find clients in your natural market
“Go after your natural market.” This advice has been given to financial advisors for ages. Who is your natural market, though? It’s human nature to take people off the list...
