NAIFA ClientCast® powered by Real Wealth® is a free, monthly podcast about insurance and estate planning strategies which is forwarded by you to your clients and prospects each month.
A Dan Finley webinar that discusses the following: Mastering Referrals, Challenges to getting Referrals, Solutions, Weekly Action Step, Tool Sample.
Referrals Without Asking
Is it possible to build a thriving referral-based business without asking for referrals or personal introductions? You bet it is! Bill Cates will show you how. While Bill sincerely believes we should always be willing to ask for introductions – without pushing or begging – he has coached thousands of financial professionals (including advisors performing at the highest levels) to grow their business with personal introductions and other relationship marketing strategies.
Rev Up Your Referrals
There are over 60 million households in the US. Half say they need more insurance. Why aren't you seeing more people? Referrals literally grow on trees--you just need to learn how to recognize and harvest them. People are generally friendly but since not all relationships are created equally, you want to have a variety of ways to ask for what you want to make it easier for them to introduce you to others.
What Does It Mean to Act Ethically?
The NAIFA Code of Ethics should be the final deciding factor.
Building A More Successful Practice
Growing your business takes expertise, time and effort. In this podcast interview, industry veteran Lee Davis explains how he used these attributes to move his practice from good to great.
It's All in the Questions
Sarah, VP at Business and Estate Advisors, gives her experience about creating Raving Fans
Is Your Website Hurting Your Referral Acquisitions
If you think you should be receiving more referrals based on the job you are doing for your clients, look first to your website and your online presence.
Crossing the Two Client Relationship Bridges
Taking the steps outlined in this article will result in more revenue for your practice and more referrals.