Turning Your Clients into Referral Sources with David Friedman

<p><strong>Topics covered and questions you’ll uncover during this episode:</strong></p><ul><li>How do you get in front of the ultra affluent?</li><li>How do you scale a referral in a systematic and proactive way?</li><li>What are the distinctions between mass affluent to the ultra affluent?</li><li>What’s Wealth Quotient’s methodology? How does it work? Who does it apply to?</li><li>How do you set up a survey for a referral?</li><li>How can an agent be in control of their referrals and their pipeline?</li><li>What’s better: a referral or the outward-in meet-and-greet approach?</li><li>What’s the difference between an outward-in versus an inward-out mentality?</li><li>What are the ways people filter each other?</li><li>What’s the prospecting pathology?</li><li>What’s hope marketing?</li><li>What are the 3 mindset shifts that need to happen to be a proactive agent?</li></ul><p><strong>Resources mentioned within the</strong> <strong>episode:</strong></p><ul><li><a href="https://www.amazon.com/Build-Your-WealthQuotient-Data-Driven-Methodology-ebook/dp/B08BJHF3L9/ref=sr_1_1?dchild=1&keywords=Build+WealthQuotient&qid=1600287210&sr=8-1" target="_blank">Build Your Wealth Quotient Book</a></li><li>NPS <a href="https://www.inman.com/2020/08/04/have-you-heard-of-the-nps-heres-why-its-a-great-referral-tool/" target="_blank">Inman Article </a></li><li><a href="https://mywealthq.mykajabi.com/offers/fvzehWLz/checkout" target="_blank">Free Chapter: The 3 Biggest Mistakes </a></li><li><a href="https://mywealthq.com/" target="_blank">Wealth Quotient </a></li><li>Connect with David on <a href="https://www.linkedin.com/in/david-friedman-46098/" target="_blank">LinkedIn</a></li><li><a href="https://www.amazon.com/Ultimate-Question-Driving-Profits-Growth/dp/1591397839" target="_blank">The Ultimate Question: Driving Good Profits and True Growth </a></li><li><a href="https://www.amazon.com/One-Future-Don-Peppers/dp/0385485662" target="_blank">The One to One Future</a></li></ul>