Howdy . Welcome to your 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, just for financial advisors.
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For best results, watch this video and complete the WALK and RUN phases sequentially. Then view the FLY elements in any order.

WALK: Build Skills
________
RUN: Find Promoters
________

FLY: Actionable Ideas
Goal
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Checklist
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Sales Tips Texts (Subscribe)
[1] Actionable Ideas (2-Minute Video)
[2] Actionable Idea Plan Creator for
[3] Actionable Ideas (1 Page)
Quiz (10 Questions) | Handouts (14 Pages) |
Recap
Hi : 50 Actionable Ideas Await
Act Fast (1 Page)
Actionable Idea Plan (1 Page)
Actionable Idea Suggestions (Form)
Active Listening (1 Page)
After the Sale (1 Page)
Better Ask Phil (blog)
Client Ambassador… (1 Page)
Client Events (1 Page)
Clients: Unengaged (1 Page)
Closing the Sale (1 Page)
Cold Calling: You get Voicemail (1 Page)
Digital and Linkedin… (1 Page)
Former Clients (1 Page)
Google My Business (1 Page)
Guest Blogging (1 Page)
Helpful Marketing Tools (1 Page)
Hidden Opportunities (1 Page)
How Are We Doing? (1 Page)
How Referrals Happen (1 Page)
Interviewing for Soft… (1 Page)
Learning Process (1 Page)
Linking Text (1-Minute Video)
Lunch & Learn Events (1 Page)
Meet, Track, and Analyze (1 Page)
Meeting a New Influencer (1 Page)
Moderating a Round… (1 Page)
NAVIGATOR Reference Card (1 Page)
NAVIGATOR Rollout (1 Page)
One-Question Survey… (1 Page)
One-Question Survey Tips (1 Page)
Personal Referral Plan (2 Pages)
Personal Referral Plan Tips (1 Page)
Phone Conversations (1 Page)
Podcast Interviewee (1 Page)
Podcast Interviewer (1 Page)
Prospecting Workshops: I (1 Page)
Prospecting Workshops: II (1 Page)
Sales Myths and Other… (1 Page)
Saying “No, Thank You” (1 Page)
Show Appreciation (1 Page)
Targeting Small Business Owners (1 Page)
Ted Talk: Delivery (1 Page)
Ted Talk: Topic (1 Page)
Weekend Reading (1 Page)
Welcome to NAVIGATOR (1 Page)
Welcome Video (1-Minute Video)
What Stands Between… (3 Pages)
What to Know About…… (3 Pages)
Who Sells Better, You or… (1 Page)
Word-of-Mouth… (1 Page)
Working from Home (1 Page)
Zoom Meetings (1 Page)