Low-Hanging Fruit for Advisors Who Want to Grow with Julie Johnson - Part 1

In this episode of The Finance Marketing Podcast, Hillary sits down with Julie Johnson, a former Barron's winning top advisor and current authority in communication and trust building strategies, to walk through the referral system that earned Julie back-to-back firm-wide awards at UBS for receiving and closing the most client referrals in 2008 and 2009. Julie shares her step-by-step process for asking for referrals from both existing clients and COIs in a way that feels authentic, solutions-focused, and anything but salesy. Tune in to learn how a simple but powerful mindset shift — from salesperson to solutions person — can transform the way you approach referrals and help you build a more loyal, referable client base.Connect with Julie:Email: [email protected] LinkedIn: Julie JohnsonTo make sure you never miss an episode, sign up for The Finance Marketing Podcast Newsletter and subscribe to the show on your favorite listening app.Join the 7-Day Email List Growth Sprint: www.monetacopy.com/emailsprintWe always appreciate reviews on Apple Podcasts!