Getting More Referrals From Friends & Acquaintances

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  • เผยแพร่เมื่อ 27 ก.ย. 2024
  • As a Comprehensive Financial Advisor, do you ever have an opportunity to get advice from a high-end coach or mentor.
    A chance to spend a few minutes with someone who's already accomplished what you're trying to accomplish? This video series is created by Mark McKenna Little, who is currently a Financial Advisor, and has implemented everything he discusses.
    After listening to this video, we encourage you to join our community of Financial Advisor, but only if...
    ► You wish to provide Truly Comprehensive Financial Services to retail clients
    ► You're already a full time professional Financial Advisor of some sort (CFP, CPA, Estate Planning Lawyer or expert, etc)
    ► You're ready to implement systems and processes that will radically differentiate you from every other Financial Advisor in your community.
    If you're ready to become The Only Game in Town (by being different and better than other advisors), then...
    Join The Mark of Mastery for Financial Advisors at no charge (membership is free)
    TheMarkOfMaste...
    The Mark of Mastery is a community of professional Financial Advisors seeking to deliver Truly Comprehensive Financial Services at a high level to individuals and families.
    This community is not for you if you're consistently exceeding all your clients' expectations, and you're growing new revenue year-over-year, and if something were to happen to you, your business would continue growing. But for the rest of us mere mortals, The Mark of Mastery for Financial Advisors is a place to continue mastering our profession.
    For Financial Advisors striving to be radically different and better, there are 3 metrics for progress and success in The Mark of Mastery for Financial Advisors community.
    1. Client Satisfaction as measured by an increasing annual Client Referral rate. How important is client satisfaction to you?
    2. Growth so that your Financial Advisory business is always growing new revenue year-over-year. How important is it for you to have a healthy growing business?
    3. Sustainability - Creating a business where clients are unaffected by any team turnover (including you). A business that continues growing, even if something were to happen to you. How important is having a sustainable business to you?

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