
Sign up to save your podcasts
Or


We might be jaded, but those referral success stories you hear from advisors? Well, they're probably a bunch of B.S. In fact, if you are relying solely on referrals for your advisory, you likely have a crappy marketing plan to begin with. This is one of those topics that Matt and Micah are one part excited, one part annoyed by because there are literally dozens of books and thousands of articles on how to get referrals, but very few of them are written by advisors. So in this episode, the guys are breaking down how to make the referral process feel less sleazy and more authentic.
You can find show notes and more information by clicking here: https://bit.ly/35izvya
By Matthew Jarvis, CFP® & Micah Shilanski, CFP®4.8
458458 ratings
We might be jaded, but those referral success stories you hear from advisors? Well, they're probably a bunch of B.S. In fact, if you are relying solely on referrals for your advisory, you likely have a crappy marketing plan to begin with. This is one of those topics that Matt and Micah are one part excited, one part annoyed by because there are literally dozens of books and thousands of articles on how to get referrals, but very few of them are written by advisors. So in this episode, the guys are breaking down how to make the referral process feel less sleazy and more authentic.
You can find show notes and more information by clicking here: https://bit.ly/35izvya

137 Listeners

806 Listeners

194 Listeners

285 Listeners

678 Listeners

2,028 Listeners

2,112 Listeners

920 Listeners

247 Listeners

114 Listeners

338 Listeners

129 Listeners

134 Listeners

48 Listeners

150 Listeners