Episode Details
Back to Episodes026: He TRIPLED His Referral Rate In Just ONE Year - Here’s How! w/ Guest Jeremy Keil
Description
Are you ready to get DETAILED? I mean a specific checklist of what you can do to get MORE referrals faster? Well, today’s episode is exactly that. My guest, Financial Planner Extraordinaire Jeremy Kiel of Keil Financial Partners is walking us through some very specific things he has done with his marketing to TRIPLE his referrals in 12 months.
Yes, you heard me correctly. 12 months.
You will walk away from this episode with:
- What you need to do first before you do any marketing
- Specific examples, costs, website… from Jeremy that have contributed to his marketing success
- What his marketing funnel looks like
- How he makes it crazy easy for his clients to share him with his ideal client avatar
- And 3 specific tactics you don’t want to miss!
We’re diving right in!
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Connect with Libby on LinkedIn Here!
Moz.com to create consistency among online search resources
KeilFP.com to learn more about Jeremy's practice
fivestepretirementplan.com to see Jeremy's lead magnet
Proud Mouth - the service Jeremy uses to promote his podcast and enhance his "influencer status"
Smart Asset - lead service
Wiser Advisor - lead service
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn HERE!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.