FINANCIAL ADVISOR
Digital Playbook for Increasing Referrals
NAVIGATOR is a step-by-step guide for understanding missed referrals, why they happen, and how to fix them. Content + process for building a repeatable sales strategy.
Choose Your Learning Path (or both)
(a)
Text Message Course
(b) Web Application
Ask one digital question, instantly see the probability of clients referring you.
Confusion: Amazingly, happy clients and influencers not providing referrals can represent 60% or more of your base [click here].
[Story #1] Al’s friend Elaine asked about his advisor (you). Al is a retired business owner and Elaine is a department head of a local university. He’s not sure if you could help her or if you want new clients. So he doesn’t refer you. Ugh!
Disconnects: Often, clients refer you, but then prospects do not call.
[Story #2] Al just referred Elaine to you. He loves the solutions you deliver. Great right? Al thought Elaine would call you, but Elaine thought Al would make his own introduction. And you never heard from either one. Ugh!
Confusion Solved: Comfortably share Memorable Stories about who benefits from the help you specialize in.
Disconnects Solved: Faster Introductions by sharing simple ways for clients and influencers to let you know they have someone you should meet.