The Can I Borrow Your Car Podcast is dedicated to transforming how financial advisors and client-focused professionals approach client acquisitions. Drawing on decades of expertise, best-selling books, and industry recognition, the podcast’s mission is to help listeners fill their sales funnel with more ideal clients than they require—by building a referral system rooted in generosity, respect, and genuine care for relationships.
Core Themes and Approach
Giving, Not Begging: The podcast champions a referral system based on purposeful giving, not asking or begging. Listeners will learn how to become someone trusted enough to be “loaned” the most important relationships in a client’s life.
Lowering Referral Risk: Each episode explores strategies for reducing both perceived and actual risk in the referral process, making it easier and more comfortable for clients and centers of influence to refer their valued contacts.
Farming, Not Hunting: Adopting a “farmer” mindset, the podcast emphasizes nurturing a diverse network, engaging key contacts early, and cultivating long-term relationships that naturally yield referrals over time.
Systematic Growth: Listeners are guided to set clear client acquisition targets, double their meeting goals based on closing rates, and create a waiting list of interested clients—ensuring a full pipeline and sustainable business growth.
Respect and Enterprise Value: The podcast highlights the importance of treating people with respect and care, which not only increases referrals but also enhances the enterprise value of an advisory practice.
Enjoyable Referral Process: Episodes focus on making the referral process enjoyable for all parties, so that giving and receiving referrals becomes a source of pride and satisfaction, not stress.
Who Should Listen
Financial advisors seeking to grow their practice and enterprise value through referrals
Professionals in client acquisition roles who want to make referrals their primary growth engine
Anyone who values building their business by loving people and giving on purpose within a proven system
Host Credentials
Best-selling author of multiple books on referrals, including Can I Borrow Your Car?
2024 Exit Planning Institute Member of the Year and online faculty member
Recognized expert in helping financial advisors grow their practices’ enterprise value through referrals and exit planning
Podcast Promise
Listeners will discover how to become the “obvious choice” in their market by building a referral-driven business that everyone loves participating in—clients, centers of influence, and advisors alike. The Can I Borrow Your Car Podcast is your guide to growing your business by loving people, giving first, and earning the right to be introduced to your ideal clients.
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The Can I Borrow Your Car Podcast is dedicated to transforming how financial advisors and client-focused professionals approach client acquisitions. Drawing on decades of expertise, best-selling books, and industry recognition, the podcast’s mission is to help listeners fill their sales funnel with more ideal clients than they require—by building a referral system rooted in generosity, respect, and genuine care for relationships.
Core Themes and Approach
Giving, Not Begging: The podcast champions a referral system based on purposeful giving, not asking or begging. Listeners will learn how to become someone trusted enough to be “loaned” the most important relationships in a client’s life.
Lowering Referral Risk: Each episode explores strategies for reducing both perceived and actual risk in the referral process, making it easier and more comfortable for clients and centers of influence to refer their valued contacts.
Farming, Not Hunting: Adopting a “farmer” mindset, the podcast emphasizes nurturing a diverse network, engaging key contacts early, and cultivating long-term relationships that naturally yield referrals over time.
Systematic Growth: Listeners are guided to set clear client acquisition targets, double their meeting goals based on closing rates, and create a waiting list of interested clients—ensuring a full pipeline and sustainable business growth.
Respect and Enterprise Value: The podcast highlights the importance of treating people with respect and care, which not only increases referrals but also enhances the enterprise value of an advisory practice.
Enjoyable Referral Process: Episodes focus on making the referral process enjoyable for all parties, so that giving and receiving referrals becomes a source of pride and satisfaction, not stress.
Who Should Listen
Financial advisors seeking to grow their practice and enterprise value through referrals
Professionals in client acquisition roles who want to make referrals their primary growth engine
Anyone who values building their business by loving people and giving on purpose within a proven system
Host Credentials
Best-selling author of multiple books on referrals, including Can I Borrow Your Car?
2024 Exit Planning Institute Member of the Year and online faculty member
Recognized expert in helping financial advisors grow their practices’ enterprise value through referrals and exit planning
Podcast Promise
Listeners will discover how to become the “obvious choice” in their market by building a referral-driven business that everyone loves participating in—clients, centers of influence, and advisors alike. The Can I Borrow Your Car Podcast is your guide to growing your business by loving people, giving first, and earning the right to be introduced to your ideal clients.
The Can I Borrow Your Car Podcast is dedicated to transforming how financial advisors and client-focused professionals approach client acquisitions. Drawing on decades of expertise, best-selling books, and industry recognition, the podcast’s mission is to help listeners fill their sales funnel with more ideal clients than they require—by building a referral system rooted in generosity, respect, and genuine care for relationships.
Core Themes and Approach
Giving, Not Begging: The podcast champions a referral system based on purposeful giving, not asking or begging. Listeners will learn how to become someone trusted enough to be “loaned” the most important relationships in a client’s life.
Lowering Referral Risk: Each episode explores strategies for reducing both perceived and actual risk in the referral process, making it easier and more comfortable for clients and centers of influence to refer their valued contacts.
Farming, Not Hunting: Adopting a “farmer” mindset, the podcast emphasizes nurturing a diverse network, engaging key contacts early, and cultivating long-term relationships that naturally yield referrals over time.
Systematic Growth: Listeners are guided to set clear client acquisition targets, double their meeting goals based on closing rates, and create a waiting list of interested clients—ensuring a full pipeline and sustainable business growth.
Respect and Enterprise Value: The podcast highlights the importance of treating people with respect and care, which not only increases referrals but also enhances the enterprise value of an advisory practice.
Enjoyable Referral Process: Episodes focus on making the referral process enjoyable for all parties, so that giving and receiving referrals becomes a source of pride and satisfaction, not stress.
Who Should Listen
Financial advisors seeking to grow their practice and enterprise value through referrals
Professionals in client acquisition roles who want to make referrals their primary growth engine
Anyone who values building their business by loving people and giving on purpose within a proven system
Host Credentials
Best-selling author of multiple books on referrals, including Can I Borrow Your Car?
2024 Exit Planning Institute Member of the Year and online faculty member
Recognized expert in helping financial advisors grow their practices’ enterprise value through referrals and exit planning
Podcast Promise
Listeners will discover how to become the “obvious choice” in their market by building a referral-driven business that everyone loves participating in—clients, centers of influence, and advisors alike. The Can I Borrow Your Car Podcast is your guide to growing your business by loving people, giving first, and earning the right to be introduced to your ideal clients.
