Why Your Referral Strategy Is Failing—and How to Fix It
Referrals are powerful—but only when done right. In this episode, Lawrence breaks down why most referral strategies fail and what advisors and business owners must do to turn things around.
We explore:
The #1 killer of referrals: Neediness and desperation
Why your referral strategy begins the moment you walk into a client meeting
How failing to set expectations upfront leads to lost opportunities
Why most advisors treat referrals as an afterthought—and why that’s a huge mistake
The mindset shift from "salesperson" to "value provider"
How inner comfort and confidence drive outer success
Why many advisors secretly feel guilty about making money—and how to overcome it
This is not just about tactics—it's about transforming your mindset, your approach, and your results.
Hosted by Pravin Sheka