Your ability to ask for referrals – to get more new clients through personal introductions – has to start with your mindset. This means that before you ask for referrals and introductions you must first eliminate any limiting beliefs and mistaken assumptions. Without the right thinking and perspective, you’ll be unlikely to use the methods proven to work.
Most previous episodes of Top Advisor Podcast involve Bill interviewing a top advisor or top consultant – to bring forth their brilliance for you to put into action.
In this episode, Bill’s conversation is with YOU – designed to flip the switch in your brain so you can begin to ask for referrals without begging or pushing.
No, you can’t answer through the podcast, but we guarantee this episode will get you talking to yourself about your own current perspective around referrals and personal introductions.
In this conversation with you, Bill discusses:
The 4 strategies that allow you to ask for referrals and create introductions without looking like “That Cheesy Referral Guy.”
The limiting beliefs and mistaken assumptions that hinder many advisors from creating a highly successful referral-only business.
An example of how one advisor achieved phenomenal growth once a switch inside his brain flipped into the right way of thinking.
6% of retirees say that health is more important than wealth.
Are you helping your clients (regardless of their age) with their most important asset – their health?
There are two ways you can be of value to your clients in terms of holistic financial planning:
Be a purveyor of great information in this area. Your clients will appreciate this added value.
Be a role model of someone who is – as our featured guest would say – wellthy.
In this episode, Referral Coach Bill Cates interviews Stevyn Guinnip, “the girl named Stevyn”, Founder & CEO of Grow Wellthy about holistic financial planning. Bill and Stevyn discuss how many financial advisors are creating value and building stronger relationships with their clients by helping them with both their financial wellness and physical wellness – guiding their clients to become wealthy AND wellthy.
Stevyn discusses with Bill:
What role wellness plays in holistic financial planning.
How advisors are helping their clients turn their health into their most valuable asset.
The two ways she helps financial advisors, and their clients improve their state of wellness.
What steps advisors can take to protect their own health.
How advisors can comfortably offer health-related advice to their clients AND the impact of doing so.
How you can offer “Wellth Webinars” to your prospects and clients.
Stevyn Guinnip, MS, CWC is the founder & CEO of Grow Wellthy™ and the creator of the Wellth Academy™. She grew up a financial advisor’s daughter & enjoyed 20 years as an exercise physiologist and certified wellness coach in the US & Australia. Now Stevyn has blended the world of finance & fitness, helping financial professionals & their clients earn back their health so they can retire ‘wellthy.’