For more than five years we’ve had the extreme privilege of talking to the best and the brightest about how to become more referable and to drive more referrals. In this final episode of the Becoming Referable podcast, we highlight the recurring themes that [...]
For what seems like a very long time we’ve been talking about how the global pandemic has impacted the client experience and if these changes will be only temporary. Absolute Engagement’s latest investor research, with Investments & Wealth Institute, delivers some answers – and [...]
During the pandemic, advisors had to find new ways to engage with clients. Video proved to be a great resource to deliver and maintain a personal connection with clients and prospects. And there is no turning back. We believe that advisors can benefit from [...]
Driving more referrals is more about the systems you use than the tactics you employ. Systems not only create a better experience for your clients and prospects but allow you to operate efficiently. Having a formal process to track your referral sources and communicate [...]
Innovation is critical to the future of your business. But that doesn’t mean that every source of innovation is right for you because it also carries risk. Invest in the wrong things and not only can you waste time and money but negatively impact [...]
The focus today is entirely on making it easy for your clients to refer and ensuring your prospects understand the value you provide. Anything that makes it harder to refer causes “friction”. It may be the client doesn’t remember a good way to describe [...]
In this week’s episode, we discuss the importance of describing your target audience and the challenges they face. Research shows that advisors who are very clear about the description of their ideal client, and talk about them frequently, are the ones who attract the [...]
In this week’s episode, we shift our focus slightly to highlight the need for to evolve your client experience. Specifically, we look at how to understand how clients are thinking now, in order to to adapt to their changing needs and attitudes. Takeaway Quote: [...]
In this week’s episode, we shift our focus slightly to focus on referrals from Centers of Influence. Specifically, we look at the ways you can improve the number of referrals you receive by understanding why professionals don’t refer more now and how you can [...]
In this week’s episode, we discuss strategies for efficiently creating and utilizing content. Specifically, we look at how to get more return on your investment of time by repurposing content so you can enjoy the benefits of the additional clients and referrals it can [...]