Our blog page covers topics related to the Human Resouces (HR) industry.
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Looking to generate more referrals for your practice? Let's take a look at an efficient 5-step process to help you plan towards meeting this goal.
Step 1 - Identify the Number of Desired Referrals. Introductions Needed: 90 over 12 months (23 per quarter; 7-8 per month) Number of Clients to Ask: 35-45
When you break it down over a 12-month period, this goal is quite achievable.
If you can establish all - or most - of these strategies as solid habits, you'll create an unlimited supply of high-quality referrals.
1. Treat the entire referral process with importance.
How you send it out to the world is how it will come back to you. Make sure you create enough time to have a good conversation about referrals. Be on a mission to bring your valuable service to others. As you begin the referral conversations, say something like, "I have an
After consulting with a wide variety of advisors, as I do, certain personal characteristics have inevitably emerged. And it's typically those characteristics that differentiate top producers from the others. Now, the term top producer is relative, since advisors producing $200,000 in Wyoming can be every bit as successful as advisors producing $500,000 in San Francisco or New York City. So we'll leave the quantitative definition of top producer open to your interpretation; instead, we'll detail
Seniors are faced with making many important financial decisions. What type of long term care policy is best for them? What makes one health care supplement better than another one? Is their money invested in the best way possible to generate enough income?
While they worry about the answers to those questions, many are completely scared about making the wrong choices and ending up looking foolish or - worse yet - poor. The fear of making the wrong choices is strong enough to cause many
Imagine what they're faced with when it comes to investing their hard-earned money. They see the advertisements for all the financial companies. They have their accountant and attorney trying to steer them in the right direction. Their friends chime in that their advisor is the best. And to top it off, some eager and antsy children - worried about their future inheritances - have begun offering some not-so-polite nudges of what they should do.