Through Jason and Dave’s perspectives as advisors, mentors, and entrepreneurs, you’ll learn from their guests on actionable planning strategies to grow your business and streamline your process, all while improving your client experience. Tune in for special appearances from occasional guest hosts as they interview our subject matter experts!
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Through Jason and Dave’s perspectives as advisors, mentors, and entrepreneurs, you’ll learn from their guests on actionable planning strategies to grow your business and streamline your process, all while improving your client experience. Tune in for special appearances from occasional guest hosts as they interview our subject matter experts!
Proven Financial Advisor Referral Strategies from Masters of the Craft
The Bucket Plan® On-Demand Series
31 minutes 30 seconds
4 months ago
Proven Financial Advisor Referral Strategies from Masters of the Craft
Transform your practice from referral-hoping to referral-generating with battle-tested strategies from two industry legends. Discover why referred prospects are more likely to become clients and how top advisors systematically build referral engines that drive 40%+ of their annual business. Join guest host Bryan Bibbo, AIF, NSSA, BPC, CEPA, President, CFO, and partner at JL Smith Holistic Wealth Management, as he interviews Bill Cates, CSP, CPAE, renowned author, speaker, and consultant, and John DelGreco, President and Founder of DelGreco Tax and Insurance Group, and founding partner of C2P. Learn the psychology behind expectation-based referral requests, the specific language that helps removes the "creepy referral guy" stigma, and proven systems for converting satisfied clients into active referral partners. From referral kits to targeted questioning techniques, discover the frameworks elite advisors use to make referrals predictable rather than random.Resources:* Academy referenced: Cates Academy for Relationship Marketing (https://referralcoach.com/cates-academy-for-relationship-marketing/)* Podcast referenced: Top Advisor Podcast* Bill Cates' Books: Get More Referrals Now, Beyond Referrals, Radical Relevance, The Language of Referrals
The Bucket Plan® On-Demand Series
Through Jason and Dave’s perspectives as advisors, mentors, and entrepreneurs, you’ll learn from their guests on actionable planning strategies to grow your business and streamline your process, all while improving your client experience. Tune in for special appearances from occasional guest hosts as they interview our subject matter experts!
