Turning Your Clients into Referral Sources with David Friedman


Manage episode 308373643 series 3012659
著作 Institute for Luxury Home Marketing の情報はPlayer FM及びコミュニティによって発見されました。著作権は出版社によって所持されます。そして、番組のオーディオは、その出版社のサーバから直接にストリーミングされます。Player FMで購読ボタンをタップし、更新できて、または他のポッドキャストアプリにフィードのURLを貼り付けます。

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:

50 つのエピソード