Tag: introductions

Excerpted from Bill’s new book… The Language of Referrals: The Words & Scripts Financial Professionals Use to Win More Ideal Clients This article is Part 2 of a 6-part series. To access Part 1, CLICK HERE….

Get More Referrals by Adjusting Your Referral Self-Talk Excerpted from Bill’s new book… The Language of Referrals: The Words & Scripts Financial Professionals Use to Win More Ideal Clients Adopting a process to produce a…

There are two ways to be appropriately proactive for introductions: TODAY – I’m going to focus on Promoting Introductions. BUT before I give you some ways to do this, I want to make two preliminary points. 5 Ways…

Many of your clients are nervous about the market, the economy, and all the other things going on in the world.  Your mission (should you accept it) is to ease their fears and reduce their stress – as best you can.

One way many advisors make it easy and comfortable for their clients to introduce them is by providing them with some sort of tool to use.  Allow me to explain…
I’ve seen advisors use tools such as guides, checklists, short assessments, videos, books, and podcast episodes.

The seminar environment can be a powerful way to add value to your existing client relationships AND position yourself as a valuable resource to prospective clients. 

When you face a challenge in your business, do you immediately seek out a tactical solution? Or do you first look at the strategy to see if you’re using the right one?  Confused yet?  Allow…

You’ll find the famous line, “A rose by any other name would smell as sweet,” in Shakespeare’s Romeo & Juliet. What about with referrals? Is a Referral the same as Word of Mouth, is the…

Below is an email from a fairly new advisor who went through our training program to generate more introductions and communicate his value more effectively. You’ll quickly see that while this advisor is doing a…

In a previous blog titled Introductions 2.0, I discussed how an introduction will become more effective when the referral source tells the prospect why they are introducing you. I highly recommend you read that short…