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What’s Working Now: This advisor devised a simple system for meeting with CPAs that includes a brief presentation about his firm followed by a lunch that allows him to gain a deeper understanding of their pain points, business practices, and potential as referral sources.
Horsesmouth Essential: Most advisors use a customer relationship manager to track key information on their prospects and clients. Utilizing this same process to develop and manage your centers of influence can pay off significantly with increasing referrals for your firm.
What’s Working Now: This advisor’s team quadrupled assets and halved clients over eight years. Their laser focus on client service and building a small, tight COI network plays a key role in their success.
Horsesmouth Essential: What’s Working Now: This advisor’s team has a highly developed approach to finding and networking with allied professionals to meet their client needs in the financial world and beyond. It’s a two-way street of connecting with like-minded peers, sharing advice, and trading referrals.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025