Sign up to save your podcasts
Or
Share 011: How to ACTUALLY Get Referrals from CPAs, Attorneys & Other Professionals with guest Michelle Klisanich
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
011: How to ACTUALLY Get Referrals from CPAs, Attorneys & Other Professionals with guest Michelle Klisanich
The elusive referral from an attorney… most Advisors have heard of this phenomenon, but haven’t actually experienced this sought after event with any frequency. Financial Advisor Michelle Klisanich is here to spill the beans on how she has MASTERED the attorney, CPA, and other professional network referrals. And—SPOILER ALERT–she has a system to do it!
In this Episode we dive into:
- Michelle’s DOs and DON’Ts for networking with professional centers of influence
- How to best build relationships that ultimately are mutually beneficial
- How to track referrals give and received from lawyers, CPAs, etc using your Client Retention System
- Making sure you’re getting the RIGHT referrals - AND, what to do when you get the less than ideal referral from one of these important COIs
- Specific examples of how Michelle spoils and connects with her professional network
So if you’re really to learn how to get the BEST referrals from complimentary professionals… this is the episode for you!
Links from Today’s Episode
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Grab Michelle's PDF here!
Connect with Michelle on LinkedIn
Connect with Michelle on Facebook
Michelle's website: https://birchcovegroup.com/home.html
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Learn more about the Group Coaching & Mastermind HERE!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn HERE!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
View all episodes
By Libby Greiwe
4.9
113113 ratings
The elusive referral from an attorney… most Advisors have heard of this phenomenon, but haven’t actually experienced this sought after event with any frequency. Financial Advisor Michelle Klisanich is here to spill the beans on how she has MASTERED the attorney, CPA, and other professional network referrals. And—SPOILER ALERT–she has a system to do it!
In this Episode we dive into:
- Michelle’s DOs and DON’Ts for networking with professional centers of influence
- How to best build relationships that ultimately are mutually beneficial
- How to track referrals give and received from lawyers, CPAs, etc using your Client Retention System
- Making sure you’re getting the RIGHT referrals - AND, what to do when you get the less than ideal referral from one of these important COIs
- Specific examples of how Michelle spoils and connects with her professional network
So if you’re really to learn how to get the BEST referrals from complimentary professionals… this is the episode for you!
Links from Today’s Episode
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Grab Michelle's PDF here!
Connect with Michelle on LinkedIn
Connect with Michelle on Facebook
Michelle's website: https://birchcovegroup.com/home.html
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Learn more about the Group Coaching & Mastermind HERE!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn HERE!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
More shows like The Efficient Advisor: Tactical Business Advice for Financial Planners
View all
Your Money, Your Wealth
772 Listeners
Notes on the Week Ahead
189 Listeners
Behind The Advisor
134 Listeners
Capital Ideas Podcast
279 Listeners
Stay Wealthy Retirement Podcast
562 Listeners
Animal Spirits Podcast
1,992 Listeners
The Perfect RIA
454 Listeners
The Compound and Friends
2,046 Listeners
The Long View
880 Listeners
Kitces and Carl - Real Talk for Real Financial Advisors
238 Listeners
Barron's Advisor
108 Listeners
Ask The Compound
307 Listeners
Retirement Tax Services Podcast
124 Listeners
Facts vs Feelings with Ryan Detrick & Sonu Varghese
42 Listeners
Advisor Marketing Made Simple
19 Listeners