The Diamond Podcast for Financial Advisors cover image

Coach to the Advisor Elite: CEG’s John Bowen on What it Really Takes to Build a Blockbuster Business

The Diamond Podcast for Financial Advisors

00:00

The Number One Way to Get a Refer

The number one way to get a refer is to make it clear that there's something in it for the referrer. What they want help in is how can they make their businesses, their practice, the accountants or attorney practice, more successful? Of the five, four of them are revenue base ones for accountants and attorneys. Those four mitigating taxes, taking care of the errors, protecting the assets and magnifying the charitable gifts. And then we also showe them how to leverage stot leadership.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app