Episode Details
Back to EpisodesTurning Your Clients into Referral Sources with David Friedman
Episode 14
Published 5 years, 5 months ago
Description
Topics covered and questions you’ll uncover during this episode:
- How do you get in front of the ultra affluent?
- How do you scale a referral in a systematic and proactive way?
- What are the distinctions between mass affluent to the ultra affluent?
- What’s Wealth Quotient’s methodology? How does it work? Who does it apply to?
- How do you set up a survey for a referral?
- How can an agent be in control of their referrals and their pipeline?
- What’s better: a referral or the outward-in meet-and-greet approach?
- What’s the difference between an outward-in versus an inward-out mentality?
- What are the ways people filter each other?
- What’s the prospecting pathology?
- What’s hope marketing?
- What are the 3 mindset shifts that need to happen to be a proactive agent?
Resources mentioned within the episode: