BONUS: Referrals Optimized - Let Your Clients Know You're Open for Business

09/26/19 • 11 min

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:

How to start your drip campaign to score referrals
The exact phrasing to let clients know you're ready for more business
How to create an ideal client profile
How to frame conversations so clients know you're doing well but are still accepting new clients
And more!

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 you haven’t already, please review us on iTunes. It’s an important way to help new listeners discover the show.

Hosted on Acast. See acast.com/privacy for more information.

How do you let your customers know that you're accepting new business?

In this episode you’ll learn:

How to start your drip campaign to score referrals
The exact phrasing to let clients know you're ready for more business
How to create an ideal client profile
How to frame conversations so clients know you're doing well but are still accepting new clients
And more!

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 you haven’t already, please review us on iTunes. It’s an important way to help new listeners discover the show.

Hosted on Acast. See acast.com/privacy for more information.

Previous Episode

Ep15: Stick to Your Strengths and Hire Out Your Weaknesses — with Andrew Van Buren, CEO of Aventus Wealth

Are you looking for no-strings-attached advice? If so, meet Andrew Van Buren, CEO of Aventus Wealth.

In this episode of the 99 Best Marketing Ideas Podcast, Andrew shares his expertise as a CFP®, CTSTM, and CEO, and highlights what makes his business focus so unique.

In this episode, you will learn:

● What makes Aventus Wealth different from other financial companies

● How Andrew markets his unique business model

● Why Andrew thinks it’s important to stick to your strengths and hire out your weaknesses

● Why you should ask yourself, “What can we do to make this a ‘wow’ experience?”

● How Andrew stays focused in business and in life

● And more!

Tune in to this episode of the 99 Best Marketing Ideas Podcast to learn more about Andrew Van Buren and his strategies for building a successful practice!

Resources

WealthVest | Andrew Van Buren LinkedIn | Andrew Van Buren Twitter | Nitty Gritty Podcast

Hosted on Acast. See acast.com/privacy for more information.

Next Episode

Ep16: Attracting Your Ideal Customer — with Lonnie Gordon Ogulnick, CEO of Gordon Wealth

Lonnie Gordon Ogulnick has been an entrepreneur since he was a teenager selling baseball trading cards at the Nassau Coliseum.

Today, Lonnie shares his expertise and experience as the founder and CEO of Gordon Wealth Financial Life Advisors and the tools he used to become successful in the industry.

In this episode, you will learn:

● About Lonnie’s personal and professional background

● Why it’s not about under or over-performing, but instead about how you’re living your life

● The role PR plays in your marketing

● How to attract your ideal customer

Tune in to this episode of the 99 Best Marketing Ideas Podcast now to pick up some tips for success and the importance of continuing education!

Resources

WealthVest | OG Money Podcast on Instagram | Gordon Wealth | Book

Hosted on Acast. See acast.com/privacy for more information.