First off, I know something about you. I really do. Guess what it is?
Regardless of who your clients are, who you work with, how long you’ve been in the business, what experience you had prior to becoming a financial advisor, it all does not matter because I know this about you…What me to tell you what it is?
I know who your biggest Center of Influence is right at this very moment. It is your CURRENT CLIENTS. You may be like, well yeah, duh! Or you may be thinking, I haven’t really looked at it that way, but yes, they are.
When I was a financial advisor, I happened to start right at the start of the markets heating up in 1995. It was a glorious time for a mid-20s advisor from PaineWebber (now UBS) to get lots of referrals. Many way sooner than I should have been, haha.
But guess what? For the most part, for me and like many, referrals are not coming in systematically. For the most part, they happen passively, right? I never considered in my decade + as an FA that what if I looked within my COI to really expand my business vs. developing new clients all the time. Things would have looked a bit differently, right?
This is something we recently realized with our private members. Since 2010, we’ve been helping 100s of FA’s each year develop the sports agent influencer relationship. It wasn’t until recently we realized our system can work beautifully (with some minor repurposing of content) in developing the CURRENT CLIENTS of our members into endless referral givers. WOW! This is huge news and a huge opportunity for you to reach out to your current COI and get them referring you AS SOON AS TODAY.
We are in the midst of developing this arm fully but we are rolling it out, as we speak, to our current private members who invest $10,000 a year for a membership. Want to see this in action for $0?
Watch this 27-minute tutorial from Brian Ouellette, our founder. BTW, this can work with you whether or not you work with us. How cool is that?