The Efficient Advisor: Tactical Business Advice for Financial Planners

011: How to ACTUALLY Get Referrals from CPAs, Attorneys & Other Professionals with guest Michelle Klisanich

Jan 25, 2022
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Episode notes
1
Introduction
00:00 • 3min
2
How to Get Referrals From Attorneys, CPAs and Other Professional Centers of Influence
03:15 • 3min
3
How to Get Referrals From Your First Coi
06:13 • 2min
4
How to Build a Strong Referral Network
08:07 • 2min
5
How to Deal With Negative Feedback
09:39 • 2min
6
Do's and Don'ts of Working With a Coi
12:00 • 2min
7
How to Build a Relationship With an Ideal Client
13:42 • 3min
8
How to Create an Ideal Client Avatar
16:14 • 5min
9
How to Talk to an Attorney Who Speaks the Same Language
21:12 • 2min
10
How to Develop a Relationship With CPAs, Attorneys, and Others
22:53 • 2min
11
How to Succeed in a Networking Meeting
24:51 • 2min
12
How to Connect Your Clients to Your Practice
26:37 • 2min
13
How to Connect With a COI on Social Media
28:33 • 2min
14
The Right Center of Influence
30:51 • 2min
15
How to Create a Relationship With Your Ideal Client
32:56 • 3min
16
How to Communicate With Your Co Eyes
35:53 • 2min
17
How to Include Wholesalers in Your Inner Circle
37:30 • 2min
18
How to Communicate With Centers of Influence
39:17 • 2min
19
How to Turn Away Referrals
41:26 • 2min
20
How to Set Asset Minimums and Help People Who Don't Meet the Minimums
43:30 • 2min
21
The Science of Giving Without Expectation
45:34 • 2min
22
How to Be an Efficient Advisor
47:35 • 2min
23
How to Drive Referrals From Your Professional Network
49:58 • 3min
24
How to Be an Efficient Advisor
52:40 • 3min