How To Get Clients As A Financial Advisor - Building A Strong Referral Network

Описание: In this video How To Get Clients As A Financial Advisor - Building A Strong Referral Network

In this comprehensive video script, Rick Silva, the creator of the One Referral Away Referral Coaching Program, shares his extensive knowledge and experience in networking, particularly with financial planners, insurance agents, real estate agents, and mortgage professionals. Rick outlines the importance of understanding what networking truly is and provides a 'networking blueprint' to help professionals enhance their networking skills, increase referrals, and build a successful referral-based business. Rick shares his personal journey from financial hardship to wealth through effective networking and offers practical tips on conducting coffee meetings, understanding different levels of networking mastery, and the significance of power partners. He emphasizes the importance of having a network of diverse power partners across various industries and regions to secure a steady stream of high-quality referrals. Rick concludes by encouraging participants to focus on fostering relationships and providing value within their networking groups, rather than just seeking immediate sales.

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00:00 Meet Rick Silva: The Referral Coach
00:59 The Networking Blueprint: Laying the Foundation
01:36 Rick's Journey: From Eastman Kodak to Networking Guru
05:34 The Four Ways to Build Business: A Deep Dive
10:02 Networking vs. Selling vs. Marketing: Understanding the Differences
11:43 Mastering Networking Groups: The Right Approach
26:07 The Art of Power Partnering: Building Your Referral Network
30:04 Diving Into Client Acquisition and Networking
30:49 Exploring Power Partners and Referral Strategies
31:06 Courses and Coaching for Networking Success
31:31 The Never-Ending Hustle: Door Knocking and Cold Calling
31:57 The Importance of Consistent Networking
32:52 Mastering Networking: Identifying and Leveraging Power Partners
33:57 The Networking Mastery Scale: Climbing to the Top
40:07 Building a Referral-Based Practice: A Step-by-Step Guide
54:05 Final Thoughts and Self-Promotion


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