Referral Mastery Series
Business & Economics Podcasts
There is a reason why some financial advisors generate more introductions and referrals than others. They treat their clients well and put them in positions where making connections is natural. Join us for the Referral Mastery Series, brought to you by The Oechsli Institute and WealthVest, as we explore the behaviors and skillsets of the industry's best referral generators. You too can stimulate more word-of-mouth if you follow these research-backed, time-tested strategies.
Location:
United States
Description:
There is a reason why some financial advisors generate more introductions and referrals than others. They treat their clients well and put them in positions where making connections is natural. Join us for the Referral Mastery Series, brought to you by The Oechsli Institute and WealthVest, as we explore the behaviors and skillsets of the industry's best referral generators. You too can stimulate more word-of-mouth if you follow these research-backed, time-tested strategies.
Twitter:
@WealthVest
Language:
English
Contact:
4069226254
Email:
scroisant@wealthvest.com
Episodes
Episode 5 — Leverage Your LinkedIn Advocates
1/30/2020
Introductions are the most powerful form of word-of-mouth marketing.
In this episode, hosts Stephen Boswell and Kevin Nichols, talk about how to use LinkedIn to leverage word-of-mouth marketing. LinkedIn helps you identify the people in your clients' networks that you'd most like to meet.
In this episode you’ll learn:
Tune in now and learn how to let clients know you're open for new business.
Resources:
WealthVest | The Oechsli Institute | Advisor Coaching | Educational Worksheet
If...
Duration:00:17:14
Episode 4 — Let Your Clients Know You're Open for Business
9/26/2019
How do you let your customers know that you're accepting new business?
In this episode, hosts Stephen Boswell and Kevin Nichols, talk about how it's hard for clients to refer if they don't know your capacity to add new relationships or the types of clients you serve best. Having these types of conversations with them can increase both the frequency and the quality of unsolicited referrals.
In this episode you’ll learn:
Tune in now and learn how to let clients know you're open for new...
Duration:00:11:45
Episode 3 — Know Your Centers of Influence
7/25/2019
How can you get your COIs to refer business back to you?
In this episode, hosts Stephen Boswell and Kevin Nichols, discuss why COI (center of influence) relationships work. They take you through several tips on how to get your COIs to refer business back to you. One out of five affluent investors found their financial advisor through another professional, so these referrals are important to your business.
In this episode you’ll learn:
Tune in now and learn how to take your COI...
Duration:00:13:10
Episode 2 — Why Getting Social Is So Important
4/25/2019
How do your affluent clients perceive your relationship?
In this episode, hosts Stephen Boswell and Kevin Nichols, discuss how beneficial it is to stay social with your clients. 74% of advisors feel as if they have a business and social relationship with their clients, yet only 29% of affluent clients feel that same way. So how can an advisor stay social with their clients?
In this episode you’ll learn:
Tune in now and learn how to take your marketing ideas to the next...
Duration:00:15:18
Episode 1 — Sourcing the 7 Spheres
2/28/2019
Help your clients help you.
In this episode, hosts Stephen Boswell and Kevin Nichols, discuss how you can source the 7 Spheres. The 7 Spheres include the family, friends, colleagues, neighbors, organization members, recreation acquaintances, and professional associates of your clients.
In this episode you’ll learn:
Tune in now and learn how to take your marketing ideas to the next level!
Resources:
WealthVest | The Oechsli Institute | Advisor Coaching | Educational Worksheet
If you...
Duration:00:07:14