The 90 Second Coach for Financial Advisors

Provide exceptional service to your clients like Dr. Mutrie did to his patients back in the day.

Great time for a reset with existing clients. Create clarity around your brand and process. This is how you begin.

Grateful or evasive? This is the acid test....what do your clients say when you talk about referrals? 
If you don't have the 90 seconds then skip to 'the secret' at 0:43.

Choose your service activities carefully. For consistency and congruence it is important once you implement a strategy to continue indefinitely.

Demystify the referral process for a new client and you will experience the exponential growth you are looking for.

Minimums are flawed. "A prospective client has to have the financial wherewithal to take advantage of the advice and services you provide."

...my process: calling the referral, using process as your segue and clarifying fit.

Be on your toes when adapting to the process.

To control the delivery to represent your brand accurately, create the convenience for the client not for your office. It is worth the time and money?

...if you don't, your clients will, and it may not be how you want it to be.