Скачать или смотреть REVEALED: The Single Best Source of Affluent Client Referrals - Episode 19

You might be able to get a lot of referrals from your existing clients—but you’ll almost certainly get higher-quality, more profitable referrals from attorneys, accountants and other centers of influence who regularly work with the affluent.

Check out how COIs can help you move upmarket and supercharge your growth.

FINANCIAL ADVISORS—TAKE ACTION: Accelerate your pathway to elite advisor status—Schedule your complimentary Strategy Session – Best Year Ever Consultation call to get on the fast track to even more success: https://bit.ly/3g226uv

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Do you want a steady pipeline of new, ideal high-net-worth prospective clients?

I thought so!

But here’s the thing: Your single best source for high-quality, highly profitable referrals is probably NOT your existing clients.

It’s actually attorneys, accountants and other centers of influence who regularly serve high-net-worth clients.

That means you’ve got to create, nurture and grow your relationships with COIs if you truly want to move upmarket and serve wealthier clients who are ideal for your business.

You see, COIs offer important referral advantages that your clients don’t possess, including:

1. Access to lots of wealthy prospective clients
2. A deep awareness of when and how you could add value to affluent clients’ financial lives
3. An understanding of the specific types of affluent clients you are looking to serve
4. A proactive approach to making referrals

The best thing you can do to accelerate your success is to take those actions that have been proven to work, so you can be successful on purpose. Focusing your referral strategy on building relationships with COIs is the best way we know to build that pipeline of affluent prospective clients.

So check out the latest episode, and leave a comment below. Do you have existing relationships with COIs that help drive referrals your way? If so, what’s working—and where could you use some help making improvements? Let me know how it’s going—or how to jump-start your efforts!
John Bowen

Don’t forget to share this business-building advice with your team and others so they can gain key insights, too:    • REVEALED: The Single Best Source of Afflue...  

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ABOUT JOHN BOWEN
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John Bowen is the founder and CEO of CEG Worldwide, the world’s leading coaching firm for financial advisors. For more than 19 years, Bowen and his team have had the privilege of coaching elite financial advisors to build simple, elegant wealth management businesses that serve their affluent clients extremely well while building lives of significance for themselves, their teams and their loved ones.

Before founding CEG Worldwide, Bowen worked directly with affluent clients as a financial advisor for 21 years, managing up to $2 billion in assets before selling his firm. Following the sale of his firm, he became CEO of Assante Capital Management. During this time frame, Assante more than tripled its assets under management to more than $25 billion.

Bowen is widely recognized as a leader in the financial services industry. Over three decades, he has delivered hundreds of keynote presentations and workshops to thousands of top advisors around the world. For more than 20 years, he wrote a highly acclaimed monthly column for the leading U.S. financial services trade journal, Financial Planning. And he is the author or co-author of more than a dozen books, including The Elite Wealth Manager: Delivering Exceptional Value, Achieving Exceptional Success; Your Optimal Financial World: How Driven Entrepreneurs Can Benefit from High-Performing Virtual Family Offices; The Wealthy Client Pipeline: Leveraging Thought Leadership to Build Profitable Partnerships with Attorneys and Accountants; and Breaking Through: Building a World-Class Wealth Management Business.

Take the next step: Accelerate your pathway to elite advisor status—Schedule your complimentary Strategy Session – Best Year Ever Consultation call to get on the fast track to even more success: https://bit.ly/3g226uv

What we do and who we are
Partnering with you to accelerate your success is what we do.
Helping you build an amazing life of significance is who we are.

What we believe
We believe you can build an amazing life of significance by serving fewer, wealthier clients extremely well. We also believe you can do it faster and with less effort than you ever thought possible.