The Stephen and Kevin Show

The Stephen and Kevin Show


#110 How Financial Advisors Can Increase Referrals

November 07, 2023

Welcome back to the Stephen and Kevin Show! In Episode 110, we're diving deep into the art and science of client referrals.


Whether you're a seasoned professional or just starting, understanding client referrals is crucial for sustainable growth.


So, join us in this informative journey and discover how you can not only understand but also influence the referral process to your advantage.


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Table of Contents:

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0:00 - Intro

01:40 - Why Do Clients Refer?

04:28 - Client-Friendly Suggestions

16:56 - Reasons Why Clients Don't Refer

23:21 - How To Coach Your Clients

28:32 - Concluding Remarks