6 Tactics for Building, Converting, and Accelerating Client Relationships

Tired of blending into the crowd? Discover the strategies that will help you forge solid client relationships and become a standout financial advisor.

In this episode, Referral Coach Bill Cates interviews Tony Maree Torrey, author of Your Million Dollar Accelerator: Six Proven Strategies to Grow a 7-Figure Financial Practice, and Business Coach for Financial Professionals, to explore strategies to help financial advisors grow their practices. Tony Maree shares her six core strategies for attracting, converting, and accelerating client relationships.

Bill and Tony Maree emphasize the importance of clarity in targeting the right market, establishing expert authority, and leveraging networks.

Bill and Tony Maree discuss:

  • The aspiration of financial professionals to achieve a seven-figure practice.
  • The 6 core strategies to help financial professionals build client relationships that are covered in Tony Maree’s book.
  • The challenge of standing out in a crowded marketplace, and the need for financial professionals to be seen as thought leaders and trusted experts.
  • The value of producing a book so as to establish authority and expert status.
  • Examples of clients who benefited from implementing Tony Maree’s strategies.
  • The benefits that come from focusing on a niche market.
  • …And more!

Related: Handling Reluctance and Overcoming Objections