Posts Categorized: Acquisition
Are you thinking about creating or joining a Mastermind Group? There’s no better referral source than a Mastermind Group because all of your introductions will be high-quality and the probability of closing them is going to be dramatically higher. These referrals are going to be a great fit because the members of this group know… Read more »
By Curtis Brown Focus your prospecting efforts on specific niche markets to acquire more clients. Do you want to master 20 different markets or just a few? You can’t be an expert in everything nor can you be all things to all people. You may have started in the business accepting any client that was… Read more »
Rob Knapp interviews Bill Cates, author of the Referral Minute Newsletter.
Bill has revolutionized the way financial professionals generate an abundance of high-quality referrals. You can visit him at http://www.referralcoach.com
Giving your clients permission to spend more money is one of the greatest gifts you can give them! Most successful people grew up working hard and saving money. That, probably, is why they are rich now. When you do a cash flow analysis as part of this client’s financial plan, you quickly realize that… Read more »
This webinar presents the five reasons clients fire advisors and a worksheet on how to create a growth business plan.