Deep Dive into Referrals: Financial Services

Ep #123: Deep Dive into Referrals: Financial Services

We’re on Day 2 of our final live Referral Challenge of 2020… and it’s not too late to join.  Here’s where you sign up!  Sign up and we’ll send you what you missed to catch you up!

Here’s Some Episode Highlights:

The series continues and this week we’re deep diving into the questions financial advisors, financial 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 those questions.

We look at why financial advisors/planners – specifically – find it so hard to eliminate the “need to ask for referrals.”

We look at how P&C insurance agents should build their referral plan when they have different referral sources for personal lines and commercial lines.

And we tackle what comes first when tackling a niche.

After listening to this episode, please share your thoughts on post #123 in our Referrals Without Asking Facebook group.

Here’s How I can Help You Right Now Generate More Referrals:

  1. Take the Referral Ninja Quiz to test your skills and abilities at generating referrals. (FREE)
  2. Check out our new On-Demand Training… the video-based trainings are ready for you when you are (think Netflix). There are two trainings currently available. 
  3. Buy my book – Generating Business Referrals Without Asking – and learn how to generate referrals through my 5 steps. (LESS THAN $16)

Coming Up:

Next episode is #124 and it’s our final stop in our series on deep diving into referrals by industry.

Similar Posts