The 90 Second Coach for Financial Advisors

Referral Principle 3 & 4

#3. Agreeing to talk to anyone, but qualifying it by saying that you are particular about who you take as a client creates scarcity.
#4. 1 in 20 referrals call you. Here's how to change that.

Productivity - Tip #4

Do your time math....20% less = 30% more.

Productivity - Tip #3

Pick the time you need to be OUT of the office to help you when you need to be IN the office.

Productivity - Tip #2

Being more productive by not increasing your hours. A short story about a successful office's unorthodox work schedule. Focus. Break. Focus.

Productivity - Tip #1

Optimize your brain power.

All the Assets

How many dentists do you need?

The Path to Freedom

Process, process, process and beyond. It isn't about getting one new client - it's about following process to get the referral as a client and all their friends WHERE there's a FIT!

Quick Tip - Best Practices: Information Organization

Avoid the clutter at all costs...clarity and precision is the primary objective. Here's how to organize your client's information.
 
 
 
 
 

Referral Fluency

Be fluent for all occasions and constantly reinforce your process.

Screening Referrals Respectfully

Screening referrals respectfully while fulfilling your promise to your clients. No, you don't have to take someone as a client just because they were referred by one of your best clients.