Hi !
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.
(1) Complete the WALK and RUN modules sequentially.
(2) Grow with 50+ FLY Module ideas.
(3) Actualize the NAVIGATOR strategy every day.

WALK: Build Skills
________
RUN: Find Promoters
________

FLY: Actionable Ideas
Digital and Linkedin… (1p)
Former Clients (1p)
Google My Business (1p)
Guest Blogging (1p)
Helpful Marketing Tools (1p)
Hidden Opportunities (1p)
How Are We Doing? (1p)
How Referrals Happen (1p)
Interviewing for Soft… (1p)
Learning Process (1p)
Linking Text (1m Video)
Lunch & Learn Events (1p)
Meet, Track, and Analyze (1p)
Meeting a New Influencer (1p)
Moderating a Round… (1p)
NAVIGATOR Reference Card (1p)
NAVIGATOR Rollout (1p)
One-Question Survey… (1p)
One-Question Survey Tips (1p)
Personal Referral Plan (2p)
Personal Referral Plan Tips (1p)
Phone Conversations (1p)
Podcast Interviewee (1p)
Podcast Interviewer (1p)
Prospecting Workshops: I (1p)
Prospecting Workshops: II (1p)
Sales Myths and Other… (1p)
Saying “No, Thank You” (1p)
Show Appreciation (1p)
Targeting Small Business Owners (1p)
Ted Talk: Delivery (1p)
Ted Talk: Topic (1p)
Weekend Reading (1p)
Welcome to NAVIGATOR (1p)
Welcome Video (2m Video)
What Stands Between… (3p)
What to Know About…… (3p)
Who Sells Better, You or… (1p)
Word-of-Mouth… (1p)
Working from Home (1p)
Zoom Meetings (1p)