
What Do Prospecting and Six-Pack Abs Have in Common? [Episode 258]
The Perfect RIA
Strategic Referral Growth
This chapter emphasizes the importance of a strategic and intentional approach to growing referrals for a business by consistently surprising and delighting clients. It discusses the significance of delivering substantial value, exceeding client expectations, and tracking metrics like surprise and delight, compliments, and referral discussions weekly. The speakers stress the commitment needed for prospecting strategies, the creation of valuable content, engaging authentically with centers of influence, and adopting personalized approaches to achieve sustainable success in the financial advisory industry.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.