Episode 7 – The Nine Elements of Advisor Referability

Twenty years ago, if you referred a friend to your adviser, your friend probably would have called the advisor to learn more about them. But times have changed.

Now there are many different ways that prospective clients can check out advisors before talking to them. And unfortunately, these clients often find themselves looking at a sea of sameness.

So, how do advisors separate themselves and create a successful system for getting referrals?

Today, John Anderson shares nine best practices successful advisers use for referrals and explains how you can implement these practices yourself.

In this episode, you’ll learn:

  • The power of the persona
  • How to create a value proposition that will resonate with your target audience
  • How to show, not just tell, clients why you’re different than the rest
  • The value in developing your staff as part of the client experience
  • And more!

Join John today to learn nine actionable steps you can take to help increase your referability!

Resources: Elements of Referability Whitepaper | Practically Speaking Blog | John Anderson’s Twitter


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