Our coaches often hear from advisors that the most common way they’ve met their top clients is through referrals and introductions from existing relationships.
If you’re not asking the “who” question during client interactions, you’re missing out on potentially your best clients. When your clients talk about vacations or events happening in their life, for example, ask them who they were with.
Listen in on Carson Business Coach JJ Peller’s coaching tip: How to ask the “Who?” question.
Recent Posts
Blog
Take Advantage of Early-Bird Pricing for Excell 2024
Excell is more than just a typical financial advisor conference – it’s a transformative advisor growth journey designed to help growth-focused advisors transcend the ordinary and build the firms …
Blog
Jessica Flynn: Attracting & Retaining Next-Gen Talent
What powers the future of financial advisory? In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Jessica Flynn, Director of Account Strategy at Intention.ly, about …
Blog
The Why, What and How of Attracting and Retaining Gen Z Stakeholders
Sometimes mindlessly scrolling TikTok isn’t a total waste of time. It might actually give you some insight into how the different generations work. One TikTok I recently watched depicts …
Blog
Jalen Blackmon, Jabin Moore & Isaiah Johnson: Diversifying Workplace Culture With Gen Z
Are you ready to dive into what it takes to attract and retain the next generation of professionals in the finance industry? In this episode, Ana Trujillo Limón, Director, …