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In honor of Valentine's Day 2025, I’ve decided to talk about why I love referrals and introductions—and so should you!
Before we dive in, one thing is clear: no single strategy—referrals, COIs, or seminars—works alone. Most advisors need a mix to drive consistent growth. Today, I will break it all down, share proven strategies, and give you practical steps to make referrals work for you.
In this episode, I’ll also discuss the following:
- (07:21) What are limiting beliefs when it comes to referrals and introductions
- (08:04) What is relational insecurity?
- (10:07) Three keys to generating referrals
- (15:46) What referral gathering is truly about
- (17:52) A strategy to encourage referrals without being pushy
- (23:45) How to turn away clients the right way
- (28:12) Why advisors must be willing to get uncomfortable for major growth
Related: Strategic Growth: Why Financial Advisors Must Raise Floor To Grow Their Business