Sep 30 2015

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. Now’s the time to join my *REFERRAL MASTERY WEBINAR SERIES*, Six Thursdays starting October 15th at 2pm EDT.   The Early Registration price will

Mar 18 2016

Do We Even Know What “Selling” Is?

Advisors and other salespeople often mistake “selling” for the art of persuasion. But really, it’s about making meaningful (sometimes emotional) inquiries into your prospects’ lives, so that they can determine for themselves that you have what they need.

Sep 12 2016

We KNOW That Referrals Are Good for US, but…

You got into your business because you wanted to help people. But the people you help want to do the same! Change your mindset to give CLIENTS the opportunity to serve those they love by referring them…to you. _____________________________________________________________________ Take advantage of my 17 years of experience working with financial and insurance advisors at all

Jul 06 2015

You’re NOT Missing the “How To”

What’s one of the biggest lies we tell ourselves?  You may recall you have to choose to accomplish anything in business.  But it all starts with a desire to change, and sometimes, when we’re honest with ourselves, we’re even missing that.  Sandy will help you to uncover your truth–and to tackle the problem.

Oct 13 2016

Relationship Question: Is It the Right Time…

We’ve heard all the theories on the “right timing” of getting referrals from your clients. But there’s an easy way to tell if it’s ok to ask! First, ask about the relationship…using the core questions in this week’s PowerMinute. _____________________________________________________________________ Register for My Webinar Today! Take advantage of my 17 years of experience working with financial

Oct 29 2015

Getting in Front of Centers of Influence

Create a referral network with Centers of Influence by finding someone you can act with. An advisor and an attorney, for instance, can create an infinite feedback loop of referral relationships just by mutually agreeing to send clients to one another. Sandy explains how to “trade referrals” thoughtfully with COIs in this month’s Power Minute.

May 27 2015

Make a Referral Mindshift

Shift your perspective around asking for referrals, and more will follow. Sandy can help you move away from your NEED–the ugly thing that gets in the way. * * * If you’re a financial or insurance professional, register today for my six-week Referral Mastery Webinar Series, beginning June 16th.  Learn an entire referral system that will

Nov 15 2016

Exercise Your Influence Muscle!

Even clients who’ve been adamant about not giving referrals will be willing to introduce you to someone if you’re specific about who you want to meet. But how do you figure out who to ask about? In today’s PowerMinute, I explain how to do your research… _____________________________________________________________________ Register for My Webinar Today! Want to substantially increase