Turning Your Clients into Referral Sources with David Friedman

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:Build Your Wealth Quotient BookNPS Inman Article Free Chapter: The 3 Biggest Mistakes Wealth Quotient Connect with David on LinkedInThe Ultimate Question: Driving Good Profits and True Growth The One to One Future