Feb 13 2025 44 mins 1
Every successful (throwback to last week) advisory practice will have found a way to bring more referrals into the business.
But, in this weeks episode, Jordan and Nathan explore some of the other parts of the referral equation.
For instance:
- Is there such a thing as a 'bad' referral?
- How can you increase the chances of a referral contributing to the business you're trying to build (instead of making it harder)?
- How important is it to have solutions for referrals out of your business? Be it to other advisers who might be a better fit, or other professionals.
- And the question we suspect most people are asking - once you've worked out what an ideal referral looks like, how do you find more of them?
Nathan:
Jordan:
LinkedIn:
Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn
The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.
Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.
