69: The Psychology of Referrals (Part II) with Dan Allison

69: The Psychology of Referrals (Part II) with Dan Allison

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Ever wondered why you don’t get more referrals from your clients?

Good News: Most advisors have a client base that’s willing to refer.

Bad News: Most clients aren’t capable of executing a referral.

Armed with this information, Dan Allison designed a comfortable process for advisors that creates clients who are both willing and able to refer. And once you combine the two, the referral floodgates are opened and the trajectory of your business will never be the same.

We discuss:

  • The 5 characteristics for creating clients that are willing and able to refer
  • The #1 reason clients say they don’t refer
  • The biggest mistakes advisors make when asking for referrals
  • Goldmines vs Landmines: How to identify the clients you want to refer
  • The referral mindset advisors must have

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Resources:

  • The featured partner for this episode is Knudge, an automated system to help clients actually follow through on their tasks and reach their financial goals.

 

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