Are you ready to get DETAILED? I mean a specific checklist of what you can do to get MORE referrals faster? Well, today’s episode is exactly that. My guest, Financial Planner Extraordinaire Jeremy Kiel of Keil Financial Partners is walking us through some very specific things he has done with his marketing to TRIPLE his referrals in 12 months.

Yes, you heard me correctly. 12 months.

You will walk away from this episode with:

What you need to do first before you do any marketing
Specific examples, costs, website… from Jeremy that have contributed to his marketing success
What his marketing funnel looks like
How he makes it crazy easy for his clients to share him with his ideal client avatar
And 3 specific tactics you don’t want to miss!

We’re diving right in!

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Connect with Libby on LinkedIn Here!

Moz.com to create consistency among online search resources

KeilFP.com to learn more about Jeremy's practice

fivestepretirementplan.com to see Jeremy's lead magnet

Proud Mouth - the service Jeremy uses to promote his podcast and enhance his "influencer status"

Smart Asset - lead service

Wiser Advisor - lead service

Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Learn more about the Group Coaching & Mastermind HERE!

Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!

Learn more about Asset-Map financial planning software HERE!

Learn more about our sponsor Beemo Automation HERE!

Check out the Efficient Advisor YouTube Channel HERE!

Connect with Libby on LinkedIn HERE!

Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

026: He TRIPLED His Referral Rate In Just ONE Year - Here’s How! w/ Guest Jeremy Keil