Rethink. Financial Advice Is asking for referrals lame?! featuring Libby Greiwe
Jan 11, 2023
42:11
Asking for referrals tends to be taught as the gold standard for growing ones business, but is it? Asking for referrals in fact can really suck but what if you create an environment where referrals flow naturally to you? Listen to Libby Greiwe as she tells us how she built a 7 figure practice with only one advisor, herself, and a small support team and how she did it by not asking for referrals. A fun, high energy conversation with some great tactical tips on how to grow your business.
Libby, Adam & Derek discuss:
- How to identify mentors and/or advisor practices you would like to learn from
- Growing up as an advisor in the world of everyone being fat, bald, and 50
- The one constant for our profession is change so don’t be worried about it, but embrace it
- Be your authentic self and don’t just latch on to the latest “type of advisor” fad. There are people out there that want to work with you they way you want to work
- How we underthink our own value but overvalue our tech
- And lots more!
Resources:
- Connect with Libby on LinkedIn
- Learn more about The Efficient Advisor coaching program
- Subscribe to the Efficient Advisor podcast
- Follow RethinkFA on LinkedIn
- Apply to be a guest on the RethinkFA Think Tank
Connect With Adam Holt:
- Schedule an Asset-Map Demo
- support@asset-map.com
- 888-664-8850
- Asset-Map
- LinkedIn: Adam Holt
- LinkedIn: Asset-Map
Connect With Derek Notman:
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