#3 Referrals Are the Business скачать в хорошем качестве

#3 Referrals Are the Business

Referrals are not a tactic. They are the foundation of a great advisory business. In Episode 3 of The Advisor’s Compass, Andy Schwartz and Chuck Downs break down why asking for referrals is a make-or-break skill for advisors at every stage and why most never develop a real philosophy around it. Andy shares the exact language he used from the very beginning of his career, why he asked for referrals on first meetings, and how conviction consistently beats hesitation. They explore the beliefs that hold advisors back, the responsibility advisors have to the people their clients care about, and why avoiding the ask can quietly limit both impact and growth. This episode also dives into: • Why referrals shorten sales cycles and raise close rates • How conviction changes client behavior • Soft vs direct ways to ask without feeling salesy • The role of centers of influence and “apostles” in exponential growth • Why not asking has real consequences over time If you want to build a business that grows through trust, clarity, and intention, this conversation is essential. New episodes monthly.