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Roadmap To Grow Your Business

Oct 20, 2020

The series continues and this week we are deep diving into the questions financial advisors/planners, wealth managers, insurance agents, and bankers ask when they get serious about generating referrals. And by serious, I mean they start doing the work and then specific questions pop up.  We're tackling...


Oct 13, 2020

Our deep dive into referrals by specific industries continues and we move from the "selling of real estate" to the "home of real estate". This week we dive into a question that architects, interior designers, decorators, and others are dealing with COVID continues. The question is how to get new referrals from...


Oct 6, 2020

For this 4-part series we are starting on the podcast, I am answering common questions I receive about referrals that are specific to different industries. These aren't the general questions I receive - like how do I get started, how does it work to receive referrals without asking, how to be consistent, how to track,...


Sep 29, 2020

On today's episode I am answering a question from a member of our community who wanted to know why he didn't convert one referral into a client - when he was referred 17 potential clients at one time.  My answer may surprise you. 

You can find the details behind the question plus all resources I mention on the show...


Sep 22, 2020

Having testimonials is paramount in building social proof and what our clients typically look for when deciding to hire us, or validate their decision in hiring us.  So you need to have testimonials from your clients and an easy way to gather them continually, as you need them.  This episode gives you 3 tips to make it...