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Posts Tagged ‘referrals’

How to Grow WITHOUT Prospecting

If you missed a great webinar… On Wednesday, November 15, and Thursday, November 16, I hosted a webinar on how to grow WITHOUT prospecting.  If you missed it, you can listen to the recording here. The highlight of this webinar was undoubtedly my guest, Ray Dunlap.  Check out these stats: 50 new prospects from one. . . Read More

5 Facts About Referrals All Advisors Need to Know

If you’re like most advisors, you want more referrals.  But to get more referrals, there are five basic facts you need to know. Fact #1: The Definition of a Referral The definition of a referral is “a name volunteered.” Pay attention to the word volunteered.  It means your client, or Strategic Partner, or whoever, provided you. . . Read More