Focus on building a large book filled with predominantly quality clients
If you are an Experienced Financial Advisor, you can quickly learn to comfortably grow your revenue and your income on an ongoing basis by transforming your Quality Clients, the clients you’d love to replicate, into incredibly productive Centers of Influence… within weeks.
With a simple phone call, you can immediately determine who of your quality clients will give you “permission” to discuss personal introductions and warm referrals to their high-quality relationships.
Nearly every client will agree!
Industry research focusing on Centers of Influence reveals that quality clients who provide personal introductions and warm referrals to their high-quality relationships are by far the most productive centers of influence…
Far more productive than Accountants, Lawyers, Estate Planners, Human Resources, etc.
It also indicates that accessing your best clients’ quality relationships is the most practical and effective way to grow your revenue, profits, and the value of your business.