Many financial advisors struggle to gain new clients, unaware that their approach to requesting referrals is actually driving potential leads away.

Instead of pressuring clients into providing names, a more effective strategy focuses on building trust and positioning the advisor as a helpful resource.

By offering genuine assistance and value to clients' social circles, advisors can cultivate a steady stream of referrals organically.

Separate yourself from every other Financial Advisor who only focuses on the numbers.

Jason Smith shares a simple way to engage your clients in a unique way that will have them talking to their friends and coworkers about you.

Are Bronze medalists happier than Silver medalists?

Study after study shows they are, and Paul Gauger explains how this affects your clients perception of Risk and Loss.

Are Bronze medalists happier than Silver medalists?

Study after study shows they are, and Paul Gauger explains how this affects your clients perception of Risk and Loss.

Have Referrals been light at your branch recently?

Then you'll want to listen to this.

How many of you have heard this question?

"What's your best rate?"

"What's your top rate?"

"Six months, 12 months, 18 months?"

They're calling other institutions as well.

Nick Bond shares how other Financial Professionals are answering this question, and winning the business.

Effectively involving your Clients in the decision making

You empower you clients by presenting multiple solutions, letting them decide what looks, feel, sounds the best for them.

Nick Bond shares what this looks like.

Did you know, over the last 67 years, 85% of the time when the S&P500 was positive it was up over 7%.

No one knows what the market will do tomorrow, next month or next year.

Paul Gauger explains how understanding market cycles can help you set expectations with your client considering an index annuity.

Where can you look in your book of business for client who need and want Guaranteed Income?

Paul Gauger details a recent client meeting where we were able to guarantee the client 30% more income for life with a Fixed Index Annuity versus their current Variable Annuity.

Let us know if you have any of these opportunities in your book of business.

So many times our clients and prospects come to us with "surface problems" or "surface needs". 

But there's more below the surface, a deeper problem or greater need. 

They aren't hiding it from you, they just might not even know what the real problem is. 

So, how can you help them recognize a problem they might not even know exists?

Paul Gauger shares 3 techniques to help you dig deeper, build trust, and win the business.