Tag Archives: Best Practices for Referrals

Episode 190 – The Truth about Marketing ROI



In today’s episode, Matt Halloran interviews our founder, Kirk Lowe, and they dive deep into the truth surrounding marketing ROI for advisors. 

For 20 years, Kirk has observed which marketing strategies give advisors the best outcomes. In this episode, he walks you through different mediums to explore their ROI-potential, their disadvantages, and what it takes to see worthwhile outcomes. 

In this episode, you’ll learn:

  • Which mediums are producing the best ROI
  • What role advisors play in creating their ROI
  • What the Micro-Influencer term means
  • How you can become more compelling with your niche
  • And so much more!

 Tune in now and find out the truth about marketing ROI for advisors.  

Resources: Top Advisor Marketing 

Brought to you by: Iris.xyz


Ep 182 — How to Secure Solid Introductions — Referrals Mini-Series Part 3



These days, it’s not so much referrals that we need, it’s introductions and connections. 

Today, Matt and Referral Coach International founder Bill Cates are back for the third and final part of our referrals mini-series to discuss how you can turn referrals into solid introductions.

Bill and Matt leave no stone unturned when talking about how you can do your due diligence when researching a likely prospect prior to an introduction. They discuss everything from how to ask people to be a referral to the various resources available to research a prospect, and much more.

In this episode, you will learn:

  • How to do ‘warm’ research for more impactful introductions
  • How to ask for what you want
  • How and what to prepare prior to an introduction
  • The critical mass of referrals
  • Whether it’s possible to be unreferrable
  • And so much more!

Referrals beget referrals. Tune in now and take notes — this mini-series may change your world!

Resources: Referral Coach | Coach Cates | Bill Cates Speaking | Resources | EGuide | Referrals Mini-Series Part 1 | Referrals Mini-Series Part 2

 

Brought to you by: Iris.xyz

 


Ep 181 — How to ask for Referrals without Begging — Referrals Mini-Series Part 2



Today, Referral Coach International founder Bill Cates is back for part two of our three-part mini-series on making your practice a referral magnet.

There are 3 types of people when it comes to getting referrals. Some will give you referrals right on the spot, some won’t do it when you ask, but will when they are ready, and some just won’t do it at all. Today, Bill and Matt discuss how to approach asking for referrals, highlighting best practices that will allow you to ask not by begging or pushing, but by being proactive instead.  

In this episode, you’ll learn:

  • The difference between a referral and an introduction
  • Two ways you can be proactive about getting referrals
  • The reasons why clients don’t give referrals
  • How to keep your messaging genuine to you
  • And so much more!

If you want to grow your company exponentially, listen in now and take notes as Bill takes you through the process of asking for referrals! 

Resources: Referral Coach | Coach Cates | Bill Cates Speaking | E-Guide | Referrals Mini-Series Part 1

Brought to you by: Iris.xyz