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The AskMyAdvisor® CARBON+ Software app builds this in less than 15 minutes.
How do you get more referrals without being low-status or needy asking for them? It's easy...
The 90/10 Factor. Each year, polls show that 90% of affluent clients would refer their advisors. Only 10% do. The gold? It's in the 80% gap.
*BTW, "I'll just do it another time" often never comes. This is a big, fixable problem.
First, remove the "top 3 reasons they don't refer" by making it intuitive for them to share you with the people in their lives. Then, automate it so you never have to ask for a referral again.
First off, gray areas are business killers. When you make the pathway crystal clear for your clients to give introductions & referrals, they can occur automatically. But, there is more...
It's the people who vote for you with their wallets...Your clients. But we take it up a notch higher. Your #1 COI is the top 20% of your clients. More on that momentarily.
Actually, switch MASSIVE for large. Between family, friends, social media, etc., the average person is connected to +600 people. This means one client has a reach of +600...
Who are also your #1 COI...
These people are 1 degree away from you.
Who most closely resembles these clients? Is it the strangers? Hmmm, nope! Isn't it the people in their lives? Heck, yes, it is...Bar none.
The Pareto principle (80/20 rule) drives the AskMyAdvisor Method. Do you now see how, with your COI of 1,000s and 80% of revenue coming from 20% of your clients, you can focus purely on them?
First, identify your best clients (top 20%). Make a list of them
It's by invitation-only. This direct access is above and beyond the standard access all clients have.
Let your invited clients know they can share this private Q&A access with people in their lives, noting that nonclients are welcome (important).
It's by invitation only for a reason. Only invited clients of yours get your private Q&A Portal URL. That is the gateway. The golden ticket they have? They can share it with people in their lives (invited nonclients are welcome).
Remember, there are only two types of people with access to you here to Q&A...
The only people with access to you? Your best clients (top 20%) & the 1,000's of people in their lives who are 1 degree away from you. So now...
As a result of you having this Unique Mechanism (UM) in place, 100% of the people asking questions are qualified. There is no higher level of client or prospect you can be in communication with.
When you go to the doctor, what happens 100% of the time? You are asked questions, right? This is how you diagnose the problem.
Questions identify the problem (pain) & are the #1 way to start a conversation. By going direct to Q&A there's no wasted back & forth. It allows the expert (you) to shine, immediately. Also...
If so, take the next step to see how the AskMyAdvisor ReferralRocket+ DFY software turns this system on for you in 15-minutes to have it working 24/7/365. It's adding a +$90,000 a year salesperson to the staff for peanuts...
Uncover the actual dollar amount (it's not what you think). How big your reach is (enormous!). How to automate referrals (simplify). Don't miss out! Click the button to let the calculator crunch your numbers...
The solution? Make it simpler to refer. So simple that you never have to ask for one again. We show you how here...