2min chapter

Financial Advisor Success cover image

Ep 296: Unblocking Clients Who Keep Not Implementing By Exploring Their Financial Psychology with Ed Coambs

Financial Advisor Success

CHAPTER

How Do I Turn This Into a Referral?

How do I set up that conversation and basically say like you need to meet my friend like how do I turn this into a referral in a positive way for the client absolutely. It's one that I talk with advisors a lot and actually we'll do training with them to help them feel get comfortable with doing this but in a very practical sense what I encourage advisors to start to do is on all new client onboarding  this is so easy for new new clients to do this right.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode