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Are you ready to get DETAILED? I mean a specific checklist of what you can do to get MORE referrals faster? Well, today’s episode is exactly that. My guest, Financial Planner Extraordinaire Jeremy Kiel of Keil Financial Partners is walking us through some very specific things he has done with his marketing to TRIPLE his referrals in 12 months.
Yes, you heard me correctly. 12 months.
You will walk away from this episode with:
We’re diving right in!
---------
Connect with Libby on LinkedIn Here!
Moz.com to create consistency among online search resources
KeilFP.com to learn more about Jeremy's practice
fivestepretirementplan.com to see Jeremy's lead magnet
Proud Mouth - the service Jeremy uses to promote his podcast and enhance his "influencer status"
Smart Asset - lead service
Wiser Advisor - lead service
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
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!
4.9
113113 ratings
Are you ready to get DETAILED? I mean a specific checklist of what you can do to get MORE referrals faster? Well, today’s episode is exactly that. My guest, Financial Planner Extraordinaire Jeremy Kiel of Keil Financial Partners is walking us through some very specific things he has done with his marketing to TRIPLE his referrals in 12 months.
Yes, you heard me correctly. 12 months.
You will walk away from this episode with:
We’re diving right in!
---------
Connect with Libby on LinkedIn Here!
Moz.com to create consistency among online search resources
KeilFP.com to learn more about Jeremy's practice
fivestepretirementplan.com to see Jeremy's lead magnet
Proud Mouth - the service Jeremy uses to promote his podcast and enhance his "influencer status"
Smart Asset - lead service
Wiser Advisor - lead service
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
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!
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