What would happen to your business if you were the ONE person to tell hundreds or even thousands of clients how to keep from leaving up to $250,000 on the table? That’s what we’re going to help you do—because it’s the right thing to do for the 10,000 people who become eligible for Social Security, EVERY SINGLE DAY.
The fact is, these people believe that after working and paying their taxes for their entire careers, they have only one choice for claiming their Social Security. But that’s a lie. The government won’t tell them, other advisors won’t tell them, the Social Security Administration is forbidden by law from telling them. But you can tell them.
That’s what we’re going to teach you to do—because again, it’s the right thing to do. It’s what we mean when we say, Values Make Value.
2 RULES TO GET REFERRAL'S WITHOUT ASKING FOR THEM
We all want to build a practice that generates referrals. They are warm leads that come with the endorsement of another client or professional, and best of all, they’re free! So how do we go about getting referrals? It’s been said that the best way to get referrals from your clients is to ask for them. Is that true?
Many advisors do not ask their clients for referrals for fear of being too pushy, or damaging the relationship with their current client, or even worse. They fear they might not be referable and don't want the rejection. How then does one go about getting referrals without having to probe for them? There are two things that every advisor should implement into their practice to help bring in more referrals.
1. Make sure that your client is aware that you are taking new clients.
2. Be 100% sure that you are an advisor that your clients would consider referable.