Do Business. Do Life. — The Financial Advisor Podcast — DBDL

018: John Ruhlin - The Art & Science of Radical Generosity and Relationship Building

Jun 28, 2023

01:04:10

Raise your hand if you’ve ever sent or received a corporate gift? It’s pretty common practice in our industry to receive branded swag as a “thank you for doing business with us.”

The problem is, most of the time, it’s meaningless junk. I don’t know about you, but a key chain or mug with a big company logo on it, doesn’t really make me feel appreciated.

While sending gifts like this is a well-intentioned act, it’s actually doing you and your business more harm than good.

If this has been your approach to loving on your clients, team, and the people in your life who matter most, I’m here to tell you that you’re doing it wrong. And btw, I’m not here to judge… I’m totally guilty of giving gifts like this too!

It was only after meeting today’s guest, John Ruhlin, that I started honing my skills in the art of gift giving.

If you’re unfamiliar, John is a Gifting Expert and author of Giftology, a methodology that’s been used by some of the largest companies and pro sports teams in the world.

In this episode, he’s going to share how you can use his system to cut through the noise, increase referrals, and strengthen relationships with the people who matter the most.

If you want to win the hearts and minds of influential people, attract your ideal clients, and enjoy the benefits of a growing business and meaningful relationships, both personally and professionally, this episode is for you!

3 of the biggest insights from John Ruhlin …

Why price tags have nothing to do with effective gift-giving — and how to craft a personalized gift that will move your relationships forward and leave a presence in your absence for years to come.

Could sending golf balls and polos have a negative effect on developing relationships with key prospects? Learn why company-branded items can reduce your status in the eyes of the recipient — and what to send instead.

Statistically, only 10%-20% of widows stick with their financial advisor after a spouse passes away. The data illustrates a key point — doing business with someone means doing business with their inner circle, too. Hear how you can use gift-giving to turn close relationships of key clients into your biggest allies.

JOIN THE DBDL INSIDER CREW

To become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.

SHOW NOTES

https://bradleyjohnson.com/18

FOLLOW BRAD JOHNSON ON SOCIAL

FOLLOW DBDL ON SOCIAL:

DISCLOSURE

These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.