Steal My Strategy

Financial services marketing needs a jolt.

Author: Snappy Kraken

Financial services marketing needs a jolt! We need a way to solve for unique problems and connect deeper with peopleand that happens when you mix different perspectives together. The best ideas come from outside the industry. Join Robert Sofia, CEO of Snappy Kraken, as he chats with some brilliant minds so you can copy their strategies into your financial practice.
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Genres: Business, Marketing

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Unsolicited Referrals: How Advisors Can Generate Referrals from Clients Without Even Asking
Episode 32
Friday, 11 October, 2024

Imagine this: Deep trust, unmatched value, and clients who can’t stop talking about you. It’s time to ditch the awkward ask and start attracting new clients without even asking.There’s no one better to show us the way than Bill Cates, The Original Referral Coach.With decades of experience, Bill is a renowned expert in client engagement and referral marketing, known for helping financial advisors grow their businesses organically without the need for traditional sales tactics. In this special episode, Robert & Bill peel back the curtain on how advisors can generate referrals from clients without even asking, why the first 90 days with a new client are absolutely critical, and how to host events that get clients talking about you, in the best possible way.And that’s just the start!We Explore: Why the first three months with a new client can make or break your referral pipelineHow to generate referrals without ever mentioning the word "referralThe type of content that turns engaged clients into your best referral sourcesHow to transform your onboarding process into a relationship-building powerhouseAnd the MANY strategies Robert and Bill share that are data-driven and proven to deepen client relationships and generate referralsLinks to Check Out:WATCH the full video webinar HEREGet access to Bill’s FREE Referral ResourcesListen to Bill’s Top Advisor PodcastThis episode was brought to you by snappykraken.com helping advisors create meaningful connections that drive business.