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011: How to ACTUALLY Get Referrals from CPAs, Attorneys & Other Professionals with guest Michelle Klisanich

011: How to ACTUALLY Get Referrals from CPAs, Attorneys & Other Professionals with guest Michelle Klisanich

FromThe Efficient Advisor: Tactical Business Advice for Financial Planners


011: How to ACTUALLY Get Referrals from CPAs, Attorneys & Other Professionals with guest Michelle Klisanich

FromThe Efficient Advisor: Tactical Business Advice for Financial Planners

ratings:
Length:
56 minutes
Released:
Jan 25, 2022
Format:
Podcast episode

Description

The elusive referral from an attorney… most Advisors have heard of this phenomenon, but haven’t actually experienced this sought after event with any frequency. Financial Advisor Michelle Klisanich is here to spill the beans on how she has MASTERED the attorney, CPA, and other professional network referrals. And—SPOILER ALERT–she has a system to do it!In this Episode we dive into:Michelle’s DOs and DON’Ts for networking with professional centers of influenceHow to best build relationships that ultimately are mutually beneficialHow to track referrals give and received from lawyers, CPAs, etc using your Client Retention SystemMaking sure you’re getting the RIGHT referrals - AND, what to do when you get the less than ideal referral from one of these important COIsSpecific examples of how Michelle spoils and connects with her professional networkSo if you’re really to learn how to get the BEST referrals from complimentary professionals… this is the episode for you!Links from Today’s Episode Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Grab Michelle's PDF here!Connect with Michelle on LinkedInConnect with Michelle on Facebook Michelle's website: https://birchcovegroup.com/home.htmlLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Released:
Jan 25, 2022
Format:
Podcast episode

Titles in the series (100)

Ever wish you knew an Advisor who built a 7-figure practice--while only working 3 days a week--that was willing to share her systems, processes, and business hacks with you? Meet the Efficient Advisor Podcast host Libby Greiwe. Her specialty? Breaking down the functions of a financial planning practice into actionable step-by-step processes designed to get you results and get you out of overwhelm. Expert interviews, done-for-you templates, and easy to implement solutions… all tied together by her MISSION to create ease in your business. She promises to deliver actionable step-by-step solutions you can implement right away to save time, money, and frustration. The goal--to lead you from overwhelm to efficiency. She started her own financial planning business in 2004. And, over the years she scaled into a 7-figure single-advisor firm while working only 25-hours a week so she could be super involved while raising her kiddos and loving on her hubby. She knows what it takes to build a 100% referral-only practice and to not have to GRIND out the hours to be successful. She ran her own planning business for 16 years culminating in a sale to an enterprise firm in 2019. Now, she’s simply just obsessed with helping other amazing advisors do the same thing. So if you’re an advisor who’s got the hang of planning and is now looking to grow to that first 500k of take-home pay… you are in the right place!