Jeff partners with Independent Financial Advisors and RIAs to optimize their practice and grow their business. He has more than 25 years of experience in the financial services industry, starting his career as a financial advisor at a national Broker Dealer, a Regional Director at two Turnkey Asset Management Platforms (TAMPs), a Senior Managing Director in Wealth Management/Trust at a bank, and as VP of Wealth Management at an RIA.
Step 1: Set Your Mind Right
Uncover and overcome the misconceptions that may be holding you back from asking for referrals.
Step 2: Target Clients Strategically
Identify the clients with the highest potential for providing high-quality referrals.
Step 3: Define Your Ideal Client
Craft a detailed profile of your ideal client to enhance your referral strategy.
Step 4: Perfect Timing and Frequency
Learn the art of timing your referral requests for optimal results.
Step 5: Master the Ask
Discover the delicate process of making effective referral requests without sounding pushy.
Step 6: Elevate Your Strategy
Explore advanced techniques to continuously improve your referral generation approach.
Are you a financial advisor looking to take your practice to new heights? Discover the untapped potential of referrals with our comprehensive eBook, designed to help you seamlessly integrate referral generation into your strategy.
In an industry that thrives on trust, likeability and expertise, identifying ideal business prospects involves tactics that cultivate meaningful connections and highlight your experience. Arm yourself with lead-generation tactics that amplify your reach and influence while establishing a foundation for transforming prospects into valued, long-term clients.
Whether you’re a seasoned recruiter looking to fine-tune your strategies or a firm eager to establish itself as an employer of choice, the insights within this eBook will guide you through the intricacies of finding and retaining top financial advisors. Using these actionable strategies will help you successfully tackle evolving talent acquisition challenges and attract new hires who will actively contribute to your firm’s growth.