When you are a busy financial planner running a practice and running a life… referrals are gold. In fact, they are MORE than gold. AND… the RIGHT referral is like gold mixed with diamonds smothered in platinum, rolled in Louis Vuitton bags.
Since you started in this business i know you’ve heard that you are supposed to network with attorneys, CPAs, and other centers of influence and that they will become an amazing referral source for you. But if we’re honest… it mostly feels like we’re sending clients THEIR way and not so much the other way around. Well, friends, THIS ENDS TODAY.
In this episode we are putting a stop to these shenanigans and we’re going learn from advisor Michelle Klisanich on how she has mastered gaining the RIGHT referrals from CPAs and Attorneys. She’s got a step-by-step outline filled with do, don’ts, and examples of how to get that elusive professional referral.
In this Episode we dive into:
- Michelle’s DOs and DON’Ts for networking with professional centers of influence
- How to best build relationships that ultimately are mutually beneficial
- How to track referrals give and received from lawyers, CPAs, etc using your Client Retention System
- Making sure you’re getting the RIGHT referrals - AND, what to do when you get the less than ideal referral from one of these important COIs
- Specific examples of how Michelle spoils and connects with her professional network
So if you’re really to learn how to get the BEST referrals from complimentary professionals… this is the episode for you!