Turning Your Clients into Referral Sources with David Friedman
Topics covered and questions you’ll uncover during this episode: How do you get in front of the ultra affluent? How do you scale a referral in a systematic and proactive way? What are the distinctions between mass affluent to the ultra affluent? What’s Wealth Quotient’s methodology? How does it work? Who does it apply to? How do you set up a survey for a referral? How can an agent be in control of their referrals and their pipeline? What’s better: a referral or the outward-in meet-and-greet approach? What’s the difference between an outward-in versus an inward-out mentality? What are the ways people filter each other? What’s the prospecting pathology? What’s hope marketing? What are the 3 mindset shifts that need to happen to be a proactive agent? Resources mentioned within the episode: Build Your Wealth Quotient Book NPS Inman Article Free Chapter: The 3 Biggest Mistakes Wealth Quotient Connect with David on LinkedIn The Ultimate Question: Driving Good Profits and True Growth The One to One Future
