There is no shortage of tricks and tips created specifically for financial advisors who want to get more referrals.

And yet…

The entire industry struggles hard to actually land referrals. You might ask your clients to refer others to you in hundreds of different ways, but you can't trace back a single client to a referral.

The reason is actually quite simple:

Your clients physically cannot give you referrals because you're missing the most crucial ingredient to this formula. It's like trying to bake a cake without flour.

That's the bad news.

The good news?

Today's episode will shore up your referral game to such a level that every competitor you have won't be able to get any sleep at night because they're wondering how you do it.

Listen now to discover what it actually takes to cause a surge of referrals.

Show highlights include:

• A common "dead on arrival" problem common with referrals that may explain why even your best clients never send even one referral (1:13)

• Here is the exact reason why your clients physically cannot refer new clients to you even when they want and try to (2:34)

• The "referral ready sentence" technique to give to your best clients so they can happily send you referrals from dinner parties, barbecues, and other social outings (2:44)

• Why there are endless amounts of referral tactics and tips for advisors that are completely useless at creating referrals (and how going "upstream" addresses this problem in a way no tactic or tip ever can) (4:32)

• The "Four Zeros of the Referral-pocalypse" - this is the real reason why you get no referrals (and why you won't get any referrals until you address it) (6:02)

• How simplifying your value proposition to an offensive (to you) level can cause a surge of new referrals booking appointments with you (7:38)

• The hidden psychological reason why having more credentials makes you less attractive to potential clients (10:04)

• 4 things your referral ready sentence must have or it will fall on deaf ears and generate no new referral clients (13:51)

• A few before & after examples of the typical advisor referral sentence vs the 4-pronged "referral ready sentence" (you'll understand just by listening why my system wrecks the typical one into shambles) (17:41)

• Not getting any referrals from your clients? Use this 4-step system to reverse this trend as soon as tomorrow! (18:52)

Since you listen to this podcast, I want to give you a gift:

If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven "objection busting" and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.

Your discovery meeting is costing you time, clients, and wealth. And most advisors never realize that their discovery meetings are slowly crushing their business.

The reason?

You're using the completely wrong approach in your discovery meetings!

Look, I get it - when a prospective client has a problem and you have a solution, it's natural to want to rush in with the solution. But your prospect isn't actually after a solution - they want something deeper and more fundamental.

And so, when they hear your solution, they shut down and book another discovery meeting with another advisor.

Here's the good news:

After listening to today's episode, you'll never make this discovery meeting mistake again. Not only will you come more prepared for every discovery meeting you book, but you'll also know exactly what you need to say to your prospect to turn them into a client.

Listen now.

Show highlights include:

• The cold, hard truth about why prospects ghost you after a great discovery meeting (0:38)

• How to instantly close more discovery meetings by simply talking less (3:06)

• The "motivational interview" secret, backed by over 1500 clinical studies, that is 2-4x more effective at driving behavior change than your current discovery call playbook (3:58)

• Why your natural inclination to this commonly asked discovery meeting question is absolutely wrecking your conversion rate (this mistake is so common it's been nicknamed the "righting reflex") (4:34)

• How your solutions to your prospect's problems actually makes them shut down and scares them to another advisor (and what prospects actually want from you) (5:32)

• Why asking simple "scaling questions" to your prospects will force them to tell you exactly how they want to be sold (6:55)

• How to "twist" the momentum from an objection back to your prospect in the most persuasive way possible (9:42)

• The "reflect, not reflex" technique that, when mastered, will do more persuasive "leg lifting" than any pitch could ever dream of doing (13:11)

• How to get your prospects to write your value proposition for you by acting like a drug counselor (16:48)

Since you listen to this podcast, I want to give you a gift:

If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven "objection busting" and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.

Metrics are wonderful. I love them. I use them. And I suggest you track your metrics, so you can make better decisions especially over the long-term.

But metrics are terrible masters and wonderful servants.

Here's what I mean:

Obsessing over your metrics without understanding the underlying context of them is a recipe for wrecking your business in a hurry.

Not only are most marketing metrics vanity metrics (which only trick you into thinking you're performing better or worse than you actually are), but even the metrics that are most based in reality can dupe you into foolish business decisions.

That ends today if you listen to this show - as you'll discover the 20 metrics advisors can (and should) track, my favorite metrics from this list of 20, and a few real life stories that demonstrate how metrics can hurt your business.

Listen now.

Show highlights include:

• 20 business metrics every advisor should track (and why an obsessive focus on metrics alone can hurt your business growth) (4:59)

• My favorite metrics for advisors because they keep you in reality instead of going down the path of vanity metric fairy tale land (7:36)

• Why tracking your revenue per hour worked is one of the most effective ways to play more guilt-free golf (8:26)

• How properly tracking these key metrics can not only identify business problems before they become serious, but also prevent you from getting in your own way (10:59)

• A real life example (from a real financial advisor running a real business) about how obsessing over metrics can absolutely wreck your business (12:19)

Since you listen to this podcast, I want to give you a gift:

If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven "objection busting" and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.