For advisors (accountants, attorneys, consultants, financial advisors, realtors, and other trusted advisors)
๐๐ฎ๐ป ๐๐ฒ ๐ฎ๐ด๐ฟ๐ฒ๐ฒ ๐ณ๐ผ๐ฟ ๐ด๐ฒ๐๐๐ถ๐ป๐ด ๐ฐ๐น๐ถ๐ฒ๐ป๐๐ ๐ฟ๐ฒ๐ณ๐ฒ๐ฟ๐ฟ๐ฎ๐น๐ ๐ฎ๐ฟ๐ฒ:
1. King
2. Tough to scale
๐๐ผ๐๐ต ๐ณ๐ฎ๐ฐ๐๐.
For "tough to scale," aren't most advisors thinking they are not asking enough or offering good enough incentives (ie toaster ovens)?
๐๐ฎ๐ฐ๐ #3. What if I told you that it has next to 0 to do with that
(we actually coach why you never do either).
It has to do with that D-word...
๐๐ฒ๐น๐ฎ๐๐.
Even though most clients would refer, there is confusion about the best path to refer to.
๐๐ผ๐ป๐ณ๐๐๐ถ๐ผ๐ป ๐ผ๐ป who calls who, what number to share, do you share email, what does the referral say, is my advisor taking referrals, can a nonclient ask a question, etc. etc.).
This causes friction. Friction causes stress and procrastination, leading to...
Confusion=๐๐ฒ๐น๐ฎ๐๐.
"๐๐ฒ๐น๐ฎ๐๐ ๐ฎ๐ฟ๐ฒ ๐๐ต๐ฒ ๐ฑ๐ฒ๐ฎ๐๐ต ๐ผ๐ณ ๐ฟ๐ฒ๐ณ๐ฒ๐ฟ๐ฟ๐ฎ๐น๐."
๐ช๐ฎ๐ป๐ ๐๐ต๐ฒ ๐ณ๐ถ๐
๐ถ๐ป 2 ๐๐ผ๐ฟ๐ฑ๐?
Eliminate confusion.
That is it. We show you how in 60 seconds here,
tip.askmyadvisor DOT co/simple-referrals
By the way, my book, Inner Circle Secret For The Elite Trusted Advisor, is going to print.
Stay tuned for dates. Brian
P.S. In the 60-second video,
๐๐๐๐ข๐ฅ๐: We show you how the 5.6M accountants, attorneys, consultants, financial advisors, realtors, and other trusted advisors in the US approach referrals now.
๐๐๐ง๐๐ฅ: Then a simple DIY way to remove confusion (it's something you put in the email subject line, we give you the phrase).
Check it out at tip.askmyadvisor DOT co/simple-referralsActivate to view larger image,
๐ฆ๐๐ฏ๐ท๐ฒ๐ฐ๐: The Silent Referral Killer (no one talks about).
updated on 22 January 2025
