“Financial Advisor Success Interview”
Today in “Financial Advisor Success Interview,” you will learn how one advisor first increased his referrals by 1025% and then, the second year, increased his referrals by 1220%. He will also share the exact process he uses to get referrals, including what he says and at what stage of the meeting.
In today’s episode, you will learn how to recover if you get off course, the process to master your mindset and how to choose the right niche market for future business growth. In addition, you will learn the steps Mike took that increased his revenue by 45% and then 20%.
If you want a behind-the-scenes look at what successful advisors and consultants do differently, you will love today’s interview.
Click the image to watch today’s episode:

In today’s episode, you will learn:
- The exact referral marketing process Mike used to increase his referrals first by 1025% and then by 1220%
- How to handle challenges and setbacks so you can stay on course and achieve your desired goal
- What he does each day to stay on course and master his mindset when things don’t go as planned
- How to create a business plan and transition your niche market
- How to get back on track when you get triggered
- What the best sources for referrals are
- How to improve your effectiveness and become a more productive advisor
- What to do to receive warm introductions and referrals consistently
- How to create a system so you can more easily achieve your goals
- The best time to ask for referrals and exactly what to say
Click here to watch the video: https://youtu.be/0W1-xJjF1lE
Here is the link to watch today’s episode: “Financial Advisor Success Interview”
To Your Success!
Annette