The Psychology of Referrals

The referral conversation became uncomfortable because the advisor was uncomfortable. “Will my client think I’m needy?” You have to know that referrals are good for your clients by remembering that it’s not about you; focus instead on your desire to help. Check out Sandy’s referral trainings at https://sandyschussel.com/products. Want to make getting referrals easier? Book a fee-waived consultation with me!

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Are You “Recommendation Worthy”?

“I talk to my clients occasionally about introducing me to someone they know who might need my help,” expressed Art, a matrimonial attorney I work with. “But they always tell me that they can’t think of anyone.” “Maybe that’s true,” I suggested. “Do you have a value discussion before you get on the subject of recommending you?”

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It’s All in the Follow-Up…

Quick Note: I’ve made a new resource available for you. This recording of my one-hour webinar, 11 Tips to Help You Stay Focused on Your Goals, will clear the path to success in your business by showing you how to minimize distractions and delegate side-tracking tasks. (There’s absolutely no charge.) So, enjoy! ********** You met

It’s All in the Follow-Up… Read More »

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16 Disciplines

I suppose it would have been more fun if I called them 16 “hot tubs” for advisors, or less intimidating if I called them “practices,” but after 17 years of working with and observing how the most successful advisors, it's clear that there are branches of knowledge involved. 

 

Practice these simple 16 disciplines daily and watch how quickly and easily your practice grows.

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