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Referrals Optimized

WealthVest

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Followers
6
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Referrals Optimized

Referrals Optimized

WealthVest

0
Followers
6
Plays
OVERVIEWEPISODESYOU MAY ALSO LIKE

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About Us

There is a reason why some financial advisors generate more introductions and referrals than others. They treat their clients well and put them in positions where making connections is natural. Join us for the Referrals Optimized, brought to you by The Oechsli Institute and WealthVest, as we explore the behaviors and skill sets of the industry's best referral generators. You too can stimulate more word-of-mouth if you follow these research-backed, time-tested strategies.

Latest Episodes

Episode 5 — Leverage Your LinkedIn Advocates

Introductions are the most powerful form of word-of-mouth marketing.In this episode, hosts Stephen Boswell and Kevin Nichols, talk about how to use LinkedIn to leverage word-of-mouth marketing. LinkedIn helps you identify the people in your clients' networks that you'd most like to meet.In this episode you’ll learn:How to start an Advocate Search on LinkedInHow to identify introduction qualifiersThe language needed to make an introduction requestHow to get introduced to your clients' digital connections in personAnd more!Tune in now and learn how to let clients know you're open for new business.Resources:WealthVest|The Oechsli Institute|Advisor Coaching|Educational WorksheetIf you haven’t already, please review us on iTunes. It’s an important way to help new listeners discover the show.

17 MINJAN 30
Comments
Episode 5 — Leverage Your LinkedIn Advocates

Episode 4 — Let Your Clients Know You're Open for Business

How do you let your customers know that you're accepting new business?In this episode, hosts Stephen Boswell and Kevin Nichols, talk about how it's hard for clients to refer if they don't know your capacity to add new relationships or the types of clients you serve best. Having these types of conversations with them can increase both the frequency and the quality of unsolicited referrals.In this episode you’ll learn:How to start your drip campaign to score referralsThe exact phrasing to let clients know you're ready for more businessHow to create an ideal client profileHow to frame conversations so clients know you're doing well but are still accepting new clientsAnd more!Tune in now and learn how to let clients know you're open for new business.Resources:WealthVest|The Oechsli Institute|Advisor Coaching|Educational WorksheetIf you haven’t already, please review us on iTunes. It’s an important way to help new listeners discover the show.

11 MIN2019 SEP 26
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Episode 4 — Let Your Clients Know You're Open for Business

Episode 3 — Know Your Centers of Influence

How can you get your COIs to refer business back to you?In this episode, hosts Stephen Boswell and Kevin Nichols, discuss why COI (center of influence) relationships work. They take you through several tips on how to get your COIs to refer business back to you. One out of five affluent investors found their financial advisor through another professional, so these referrals are important to your business.In this episode you’ll learn:When a direct approach is appropriateHow to take a COI through your processWhat strategies to put in place to stand outWhen to drop a COI partnershipAnd more!Tune in now and learn how to take your COI relationships to the next level.Resources:WealthVest|The Oechsli Institute|Advisor Coaching|Educational WorksheetIf you haven’t already, please review us on iTunes. It’s an important way to help new listeners discover the show.

12 MIN2019 JUL 25
Comments
Episode 3 — Know Your Centers of Influence

Episode 2 — Why Getting Social Is So Important

How do your affluent clients perceive your relationship?In this episode, hosts Stephen Boswell and Kevin Nichols, discuss how beneficial it is to stay social with your clients. 74% of advisors feel as if they have a business and social relationship with their clients, yet only 29% of affluent clients feel that same way. So how can an advisor stay social with their clients?In this episode you’ll learn:Why getting social is so importantThe top 6 events to host that are correlated with referralsWhat information you should know about your clients9 specific steps to get to know your clientsAnd more!Tune in now and learn how to take your marketing ideas to the next level!Resources:WealthVest|The Oechsli Institute|Advisor Coaching|Educational WorksheetIf you haven’t already, please review us on iTunes. It’s an important way to help new listeners discover the show.

15 MIN2019 APR 25
Comments
Episode 2 — Why Getting Social Is So Important

Episode 1 — Sourcing the 7 Spheres

Help your clients help you.In this episode, hosts Stephen Boswell and Kevin Nichols, discuss how you can source the 7 Spheres. The 7 Spheres include the family, friends, colleagues, neighbors, organization members, recreation acquaintances, and professional associates of your clients.In this episode you’ll learn:What the 7 Spheres are and how you can use themHow to frame your thinking around each client's spheres of influenceQuestions you can ask your clients to source namesAnd more!Tune in now and learn how to take your marketing ideas to the next level!Resources:WealthVest | The Oechsli Institute | Advisor Coaching | Educational WorksheetIf you haven’t already, please review us on iTunes. It’s an important way to help new listeners discover the show.

7 MIN2019 MAR 1
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Episode 1 — Sourcing the 7 Spheres
the END

Latest Episodes

Episode 5 — Leverage Your LinkedIn Advocates

Introductions are the most powerful form of word-of-mouth marketing.In this episode, hosts Stephen Boswell and Kevin Nichols, talk about how to use LinkedIn to leverage word-of-mouth marketing. LinkedIn helps you identify the people in your clients' networks that you'd most like to meet.In this episode you’ll learn:How to start an Advocate Search on LinkedInHow to identify introduction qualifiersThe language needed to make an introduction requestHow to get introduced to your clients' digital connections in personAnd more!Tune in now and learn how to let clients know you're open for new business.Resources:WealthVest|The Oechsli Institute|Advisor Coaching|Educational WorksheetIf you haven’t already, please review us on iTunes. It’s an important way to help new listeners discover the show.

17 MINJAN 30
Comments
Episode 5 — Leverage Your LinkedIn Advocates

Episode 4 — Let Your Clients Know You're Open for Business

How do you let your customers know that you're accepting new business?In this episode, hosts Stephen Boswell and Kevin Nichols, talk about how it's hard for clients to refer if they don't know your capacity to add new relationships or the types of clients you serve best. Having these types of conversations with them can increase both the frequency and the quality of unsolicited referrals.In this episode you’ll learn:How to start your drip campaign to score referralsThe exact phrasing to let clients know you're ready for more businessHow to create an ideal client profileHow to frame conversations so clients know you're doing well but are still accepting new clientsAnd more!Tune in now and learn how to let clients know you're open for new business.Resources:WealthVest|The Oechsli Institute|Advisor Coaching|Educational WorksheetIf you haven’t already, please review us on iTunes. It’s an important way to help new listeners discover the show.

11 MIN2019 SEP 26
Comments
Episode 4 — Let Your Clients Know You're Open for Business

Episode 3 — Know Your Centers of Influence

How can you get your COIs to refer business back to you?In this episode, hosts Stephen Boswell and Kevin Nichols, discuss why COI (center of influence) relationships work. They take you through several tips on how to get your COIs to refer business back to you. One out of five affluent investors found their financial advisor through another professional, so these referrals are important to your business.In this episode you’ll learn:When a direct approach is appropriateHow to take a COI through your processWhat strategies to put in place to stand outWhen to drop a COI partnershipAnd more!Tune in now and learn how to take your COI relationships to the next level.Resources:WealthVest|The Oechsli Institute|Advisor Coaching|Educational WorksheetIf you haven’t already, please review us on iTunes. It’s an important way to help new listeners discover the show.

12 MIN2019 JUL 25
Comments
Episode 3 — Know Your Centers of Influence

Episode 2 — Why Getting Social Is So Important

How do your affluent clients perceive your relationship?In this episode, hosts Stephen Boswell and Kevin Nichols, discuss how beneficial it is to stay social with your clients. 74% of advisors feel as if they have a business and social relationship with their clients, yet only 29% of affluent clients feel that same way. So how can an advisor stay social with their clients?In this episode you’ll learn:Why getting social is so importantThe top 6 events to host that are correlated with referralsWhat information you should know about your clients9 specific steps to get to know your clientsAnd more!Tune in now and learn how to take your marketing ideas to the next level!Resources:WealthVest|The Oechsli Institute|Advisor Coaching|Educational WorksheetIf you haven’t already, please review us on iTunes. It’s an important way to help new listeners discover the show.

15 MIN2019 APR 25
Comments
Episode 2 — Why Getting Social Is So Important

Episode 1 — Sourcing the 7 Spheres

Help your clients help you.In this episode, hosts Stephen Boswell and Kevin Nichols, discuss how you can source the 7 Spheres. The 7 Spheres include the family, friends, colleagues, neighbors, organization members, recreation acquaintances, and professional associates of your clients.In this episode you’ll learn:What the 7 Spheres are and how you can use themHow to frame your thinking around each client's spheres of influenceQuestions you can ask your clients to source namesAnd more!Tune in now and learn how to take your marketing ideas to the next level!Resources:WealthVest | The Oechsli Institute | Advisor Coaching | Educational WorksheetIf you haven’t already, please review us on iTunes. It’s an important way to help new listeners discover the show.

7 MIN2019 MAR 1
Comments
Episode 1 — Sourcing the 7 Spheres
the END
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