James Pollard – 51 Referral Marketing Tips for Financial Advisors

Question and Answer

What is James Pollard –?

James Pollard – is 51 Referral Marketing Tips for Financial AdvisorsHave you ever been told to ‘just ask’ for referrals?As someone who helps financial advisors get a steady stream of referrals, I think that’s a terrible idea.Because while I believe this ‘just ask’ advice comes with good intentions, it’s simply not that easy.And it’s unfortunate because referrals cost you nothing.(Expect maybe a small “thank-you” gift.)Plus, you start with a higher level of trust.Your “closing” ratio improves because prospects are predisposed to doing business with you.And unlike other marketing methods, your base of referred clients can grow exponentially because referrals beget more referrals.So, if it’s okay with you, I’d like to reveal my biggest “secret” for getting more referrals… But First, Read This Disclaimer:Please understand that my results are not typical..

How does James Pollard – ever been told?

James Pollard – 51 Referral Marketing Tips for Financial AdvisorsHave you ever been told to ‘just ask’ for referrals?As someone who helps financial advisors get a steady stream of referrals, I think that’s a terrible idea.Because while I believe this ‘just ask’ advice comes with good intentions, it’s simply not that easy.And it’s unfortunate because referrals cost you nothing.(Expect maybe a small “thank-you” gift.)Plus, you start with a higher level of trust.Your “closing” ratio improves because prospects are predisposed to doing business with you.And unlike other marketing methods, your base of referred clients can grow exponentially because referrals beget more referrals.So, if it’s okay with you, I’d like to reveal my biggest “secret” for getting more referrals… But First, Read This Disclaimer:Please understand that my results are not typical.

What is I’m?

I’m is not implying you’ll duplicate them (or do anything for that matter).The average person who buys any “how to” information gets little to no results..

How does I’m not implying?

I’m not implying you’ll duplicate them (or do anything for that matter).The average person who buys any “how to” information gets little to no results.

What is my products,?

my products, is As with all of my references are being used for example purposes only.I’ve had years of experience getting referrals and my personal results should be considered exceptional.Your results will vary and depend on many factors… including but not limited to your background, experience, and work ethic.All business entails risk as well as massive and consistent effort and action..

How does my products, are being used for example?

As with all of my products, my references are being used for example purposes only.I’ve had years of experience getting referrals and my personal results should be considered exceptional.Your results will vary and depend on many factors… including but not limited to your background, experience, and work ethic.All business entails risk as well as massive and consistent effort and action.

What is you’re?

you’re is If not willing to accept that, please DO NOT GET THIS.With that said…My Biggest Secret For Getting More Referrals… My biggest secret for getting more referrals is not to ask for them but to facilitate them.Maybe you’ve heard me talk about this in my daily emails… or my weekly podcast (“Financial Advisor Marketing”)… or maybe you’ve heard me speak somewhere and I’ve mentioned it.You see, facilitate is defined as: “make (an action or process) easy or easier.”The key to getting more referrals is to facilitate them..

How does you’re not willing?

If you’re not willing to accept that, please DO NOT GET THIS.With that said…My Biggest Secret For Getting More Referrals… My biggest secret for getting more referrals is not to ask for them but to facilitate them.Maybe you’ve heard me talk about this in my daily emails… or my weekly podcast (“Financial Advisor Marketing”)… or maybe you’ve heard me speak somewhere and I’ve mentioned it.You see, facilitate is defined as: “make (an action or process) easy or easier.”The key to getting more referrals is to facilitate them.

What is it easier?

it easier is This makes for your clients to refer…Instead of hounding and hammering your clients for referrals, your goal should be to make it as easy as possible for people to refer business to you.Because, depending on the study you read, anywhere from 77-92% of clients say they’re willing to give referrals, yet only a small percentage of clients actually do.Why?Because it isn’t easy enough for them.Think about it this way…Most of your clients WANT to help you… and they want to help their friends and family members..

How does it easier makes?

This makes it easier for your clients to refer…Instead of hounding and hammering your clients for referrals, your goal should be to make it as easy as possible for people to refer business to you.Because, depending on the study you read, anywhere from 77-92% of clients say they’re willing to give referrals, yet only a small percentage of clients actually do.Why?Because it isn’t easy enough for them.Think about it this way…Most of your clients WANT to help you… and they want to help their friends and family members.

What is reason?

reason is The only they aren’t helping by providing referrals is because the process is too daunting, too difficult, or too complex.That’s why it’s up to you to facilitate referrals… and it’s why I’ve created a must-have referral marketing guide, called:“51 Referral Marketing Tips For Financial Advisors”This resource is all about making it as easy as possible for people to send you new business.When you start using the ideas, you’ll notice common objections (such as “I don’t know anyone who needs a financial advisor”) begin to vanish before your eyes.Here, let me tell you…Exactly What You’re Getting…I’ve crammed this book full of 51 of the most powerful, easy-to-implement, referral marketing tips tailored specifically for financial advisors.They’ll help you whether you’ve been an advisor for thirty days or thirty years.Nearly every time you use my “facilitation” strategy, you’ll find yourself getting more referrals with less effort than ever before.Plus, at only 66 pages, you can work through it at your own pace or breeze through it in an afternoon.Here’s a small sampling of what you’ll discover…How financial advisors can make it rain referrals..

How does reason aren’t helping?

The only reason they aren’t helping by providing referrals is because the process is too daunting, too difficult, or too complex.That’s why it’s up to you to facilitate referrals… and it’s why I’ve created a must-have referral marketing guide, called:“51 Referral Marketing Tips For Financial Advisors”This resource is all about making it as easy as possible for people to send you new business.When you start using the ideas, you’ll notice common objections (such as “I don’t know anyone who needs a financial advisor”) begin to vanish before your eyes.Here, let me tell you…Exactly What You’re Getting…I’ve crammed this book full of 51 of the most powerful, easy-to-implement, referral marketing tips tailored specifically for financial advisors.They’ll help you whether you’ve been an advisor for thirty days or thirty years.Nearly every time you use my “facilitation” strategy, you’ll find yourself getting more referrals with less effort than ever before.Plus, at only 66 pages, you can work through it at your own pace or breeze through it in an afternoon.Here’s a small sampling of what you’ll discover…How financial advisors can make it rain referrals.

What is the main reason?

the main reason is (Not doing this is why many otherwise competent, intelligent, and skilled financial advisors fail to get referrals in the first place.) Page 6.Four reasons why financial advisors aren’t asking for referrals..

How does the main reason (Not doing?

(Not doing this is the main reason why many otherwise competent, intelligent, and skilled financial advisors fail to get referrals in the first place.) Page 6.Four reasons why financial advisors aren’t asking for referrals.

What is experienced advisors?

experienced advisors is (Even make this mistake and it costs them dearly.) Page 7.One thing you MUST realize before you get the referrals you want… because anything you do without this (even though it’s utterly simple to master) is like trying to drive a Ferrari with no engine..

How does experienced advisors make?

(Even experienced advisors make this mistake and it costs them dearly.) Page 7.One thing you MUST realize before you get the referrals you want… because anything you do without this (even though it’s utterly simple to master) is like trying to drive a Ferrari with no engine.

What is Page 9.Your clients?

Page 9.Your clients is are likely giving you referral “clues” – I’ll show you how to spot these clues and how to take advantage of them..

How does Page 9.Your clients are?

Page 9.Your clients are likely giving you referral “clues” – I’ll show you how to spot these clues and how to take advantage of them.

What is (Knowing these clues?

(Knowing these clues is is like playing poker while seeing the other person’s hand the entire time.) Page 17.In fact, I had one financial advisor write to me and tell me he had completely missed these referral “clues” for the past three years.If he had this material three years ago, he could’ve recognized these subtle signals and taken advantage of them.Should you ask your “C” clients for referrals?.

How does (Knowing these clues is like playing?

(Knowing these clues is like playing poker while seeing the other person’s hand the entire time.) Page 17.In fact, I had one financial advisor write to me and tell me he had completely missed these referral “clues” for the past three years.If he had this material three years ago, he could’ve recognized these subtle signals and taken advantage of them.Should you ask your “C” clients for referrals?

What is The answer?

The answer is may shock you..

How does The answer may shock?

The answer may shock you.

What is Page?

Page is 18.Should you ask for a referral at the beginning of a client relationship?.

How does Page 18.Should?

Page 18.Should you ask for a referral at the beginning of a client relationship?

What is others?

others is Despite what say, this terrible idea sets you up for failure..

How does others say,?

Despite what others say, this terrible idea sets you up for failure.

What is I’ll?

I’ll is explain why..

How does I’ll explain?

I’ll explain why.

What is Page 20.My?

Page 20.My is “positioning” secret which gives you the ultimate bargaining power in your relationships, which almost always makes your clients DESPERATE to send referrals your way..

How does Page 20.My “positioning”?

Page 20.My “positioning” secret which gives you the ultimate bargaining power in your relationships, which almost always makes your clients DESPERATE to send referrals your way.

What is (I?

(I is will admit, this is pretty advanced stuff..

How does (I will admit,?

(I will admit, this is pretty advanced stuff.

What is you?

you is However, if apply it correctly, you’ll be richly rewarded.) Page 25.Three key areas that will make you more “referable” than ever before. This one tip alone has the power to pay for this training hundreds of times over and it can be applied whether you’ve been an advisor for twenty years or twenty minutes..

How does you apply?

However, if you apply it correctly, you’ll be richly rewarded.) Page 25.Three key areas that will make you more “referable” than ever before. This one tip alone has the power to pay for this training hundreds of times over and it can be applied whether you’ve been an advisor for twenty years or twenty minutes.

What is 27.The one thing?

27.The one thing is your clients value more than money, and if you don’t acknowledge this one thing first, asking for referrals is like ramming your head into a brick wall..

How does 27.The one thing value more?

27.The one thing your clients value more than money, and if you don’t acknowledge this one thing first, asking for referrals is like ramming your head into a brick wall.

What is (You’ll?

(You’ll is probably never hear about this anywhere else.) Page 31.The “secret” luxury hotel chains have used to rake in billions of dollars from their guests..

How does (You’ll probably never hear?

(You’ll probably never hear about this anywhere else.) Page 31.The “secret” luxury hotel chains have used to rake in billions of dollars from their guests.

What is you?

you is Every time employ this deceptively simple “secret”, you’ll find your clients naturally gravitate towards giving you referrals..

How does you time?

Every time you employ this deceptively simple “secret”, you’ll find your clients naturally gravitate towards giving you referrals.

What is it’s?

it’s is (And so simple, you’ll master it immediately, even without practice.) Page 35.If your clients have teenagers, then doing this one thing darn-near guarantees that positive word-of-mouth will spread like wildfire..

How does it’s so?

(And it’s so simple, you’ll master it immediately, even without practice.) Page 35.If your clients have teenagers, then doing this one thing darn-near guarantees that positive word-of-mouth will spread like wildfire.

What is Page 36.I?

Page 36.I is interviewed people who have never given a single referral to their advisor and discovered THIS is the most common reason why..

How does Page 36.I interviewed?

Page 36.I interviewed people who have never given a single referral to their advisor and discovered THIS is the most common reason why.

What is (Not one advisor?

(Not one advisor is in ten was able to give me the right answer.) Page 40.How to handle a referral that isn’t a good fit for you or your business..

How does (Not one advisor was?

(Not one advisor in ten was able to give me the right answer.) Page 40.How to handle a referral that isn’t a good fit for you or your business.

What is I’ll?

I’ll is show you what to do so it doesn’t damage your relationship with the referral source..

How does I’ll show?

I’ll show you what to do so it doesn’t damage your relationship with the referral source.

What is it?

it is Believe or not, you CAN have your cake and eat it too..

How does it Believe?

Believe it or not, you CAN have your cake and eat it too.

What is Page 42.Do?

Page 42.Do is you know where to find estate planning professionals who WANT to send you referrals?.

How does Page 42.Do know?

Page 42.Do you know where to find estate planning professionals who WANT to send you referrals?

What is You?

You is can find them in less than ten minutes – I’ll show you how..

How does You can find?

You can find them in less than ten minutes – I’ll show you how.

What is Page 43.Three?

Page 43.Three is questions most strategic alliances ask themselves before they send referrals your way..

How does Page 43.Three questions most?

Page 43.Three questions most strategic alliances ask themselves before they send referrals your way.

What is Page 47.Do?

Page 47.Do is you know people who “won’t take no for an answer”? Here’s what they should do instead… and it’s incredibly effective at generating referrals on a consistent basis. Page 50.Most of your clients are NOT thinking of you when you’re not around..

How does Page 47.Do know?

Page 47.Do you know people who “won’t take no for an answer”? Here’s what they should do instead… and it’s incredibly effective at generating referrals on a consistent basis. Page 50.Most of your clients are NOT thinking of you when you’re not around.

What is I’ll?

I’ll is show you how to stay top-of-mind with your entire book of business so they mention your name at the right time and right place..

How does I’ll show?

I’ll show you how to stay top-of-mind with your entire book of business so they mention your name at the right time and right place.

What is Page 51.A word?

Page 51.A word is of warning about the previous tip…It does cost a little bit of money to implement but it’s wickedly effective.For example, I gave this tip to one of my consulting clients to revitalize his entire business.He had a decent-sized book of business but he wasn’t getting the referrals he thought he should be getting..

How does Page 51.A word warning?

Page 51.A word of warning about the previous tip…It does cost a little bit of money to implement but it’s wickedly effective.For example, I gave this tip to one of my consulting clients to revitalize his entire business.He had a decent-sized book of business but he wasn’t getting the referrals he thought he should be getting.

What is this one thing?

this one thing is By doing to stay top-of-mind, he was able to get more referrals in a month than he got in the previous year.And the best part?.

How does this one thing doing?

By doing this one thing to stay top-of-mind, he was able to get more referrals in a month than he got in the previous year.And the best part?

What is It?

It is took him less than a day to do.How you can use what people are already saying about you to turbo-charge your marketing materials..

How does It took?

It took him less than a day to do.How you can use what people are already saying about you to turbo-charge your marketing materials.

What is Page 53.The big mistake financial advisors?

Page 53.The big mistake financial advisors is make after getting a personal introduction which destroys almost all chances of sealing the deal..

How does Page 53.The big mistake financial advisors make?

Page 53.The big mistake financial advisors make after getting a personal introduction which destroys almost all chances of sealing the deal.

What is (Crucial information?

(Crucial information is for new advisors – please heed this advice before you ruin your reputation.) Page 56.The gift-giving strategy that’s made me dramatically more effective than advisors who send boring gifts, like bottles of wine..

How does (Crucial information ruin?

(Crucial information for new advisors – please heed this advice before you ruin your reputation.) Page 56.The gift-giving strategy that’s made me dramatically more effective than advisors who send boring gifts, like bottles of wine.

What is Page 59.Have?

Page 59.Have is you ever had an experience where your client comes back and tells you, “Oh, he wasn’t interested…”? When this happens, it’s usually because YOU (not your client) made THIS fatal error..

How does Page 59.Have ever had?

Page 59.Have you ever had an experience where your client comes back and tells you, “Oh, he wasn’t interested…”? When this happens, it’s usually because YOU (not your client) made THIS fatal error.

What is Page 61.Two critical unspoken objections?

Page 61.Two critical unspoken objections is your clients will have about giving you referrals..

How does Page 61.Two critical unspoken objections will have?

Page 61.Two critical unspoken objections your clients will have about giving you referrals.

What is you?

you is Every time ignore (or flat-out miss) these unspoken objections, you destroy your chances of EVER getting a referral..

How does you time?

Every time you ignore (or flat-out miss) these unspoken objections, you destroy your chances of EVER getting a referral.

What is Page 65.And that’s?

Page 65.And that’s is barely scratching the surface…Proof ContentSale Page: https://www.theadvisorcoach.com/referral-marketing-tips.htmlArchive: https://archive.ph/wip/CE3juDelivery Method– After your purchase, you’ll see a View your orders link which goes to the Downloads page..

How does Page 65.And that’s barely scratching?

Page 65.And that’s barely scratching the surface…Proof ContentSale Page: https://www.theadvisorcoach.com/referral-marketing-tips.htmlArchive: https://archive.ph/wip/CE3juDelivery Method– After your purchase, you’ll see a View your orders link which goes to the Downloads page.

What is Here,?

Here, is you can download all the files associated with your order..

How does Here, can download?

Here, you can download all the files associated with your order.

What is – Downloads?

– Downloads is are available once your payment is confirmed, we’ll also send you a download notification email separate from any transaction notification emails you receive from esy[GB]..

How does – Downloads are?

– Downloads are available once your payment is confirmed, we’ll also send you a download notification email separate from any transaction notification emails you receive from esy[GB].