How can you get more referrals? Ask us!

From your clients...: How good are you, your partners, or your staff at asking for referrals? We will help you to use our experience and our scripts. We'll outline the simple habits; we'll hold your team accountable. Plus, you'll collect testimonials, endorsements, and approved examples to share with others.
From your "Centers of Influence" (COI)...: Your prospective client is greatly influenced by somebody: an advisor, a counselor, a vendor, a mentor, a confidante, a friend, et al. By honing your target market, we can identify these centers of influence. For example, we help financial advisors develop mutually-valuable relationships with CPAs. Likewise, we can help you gain more referrals through COIs and VIPs.
From going to networking events...: You can spread your wings and develop new relationships. It's about quality, more than quantity. Each type of networking group has its own pro's & con's. We help you to manage a combination of networking. Click here to read our "4 Types of Networking Groups" blog post.
From speaking engagements...: Creating speaking opportunities is a great way to help your clients & colleagues to recommend you. Your speaking events are (literally) invitations for their circle of peers & friends to meet you, in a "safe environment." You're automatically perceived to be an expert by speaking; there's now an occasion to plug you. Thus, we will help you to spark opportunities to share your expertise, and your personality.

REFERRAL BOOST & NETWORKING TIME

Your practice probably already grows on your referrals. Is it a steady stream? Is there room for improvement, to encourage more quality referrals? Most likely, we should begin with your clientele, and your centers of influence. We can also help you with your networking time management. Click here to read our blog post on the "4 Different Types of Networking Groups: Pros & Cons." Rule #1: More Remembered = More Referrals.

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ANECDOTES & EXAMPLES:

DENNIS HABER, Esq., became the author of Piggy Bank Your Home: Tap Into the Power of a Reverse Mortgage in March 2008. The book is available through any bookstore, including Barnes & Noble, Amazon.com, etc. Dennis originally created a prototype of his innovative book and was working with a graphic designer.

Vikram Rajan, our lead Practice Marketing Advisor™ helps Dennis hand-in-hand with the copy editing, content improvement, blogging, and now new special editions and marketing guidance.

For example, Dennis was able to arrange the stellar list of endorsements and forewords from leading professionals. Dennis' book has been endorsed by the Alzheimer's Association of Long Island; we interface with their web master to arrange on-line sale integration. Dennis has received press, column invitations, and special orders by actively blogging, with our insistence.

Click for the book's website MARTIN E. LEVINE, ChFC, CPA, MBA is the author of the Widow's Survival Guide and is authoring the interactive workbook edition. This new and improved edition will be used by widows/widowers and their families, other CPA's and their clients, and by other financial advisors. Much of the content was already created, but needed to be updated and developed into forms & checklists.

Vikram Rajan, our lead Practice Marketing Advisor™ helps Marty to stay focused on his financial services Marketing Action Plan as the book is only one component. As Marty works with other CPAs, his book and the new workbook help differentiate and focus his personal brand of expertise.

Because of the new Widow's Survival Guide workbook, Marty has developed new relationships in his own field and has invigorated client relationships. Both instances have created strategic projects that should strengthen his core business, plus add new revenue streams. We can't announce them yet, stay tuned to Marty's e-newsletter, which we've also helped to launch!