Free Book For Financial Advisors Who Are Not Getting The Amount of Referrals They Deserve
Order your complimentary new book “The Ultimate Door Opener”
below and get a free "Get More Referrals" Consultation
In this must-read book, you’ll discover…
- Why asking for referrals in client meetings often backfires (and what to do instead)
- How to stop referral-killing habits like incentives, generic “referral request” emails, and thank-you gifts with strings attached
- A better approach to relationships that turns “happy clients” into a community that grows your practice
- How to stand out with CPAs and attorneys so referrals become cooperation, not frustration
Why This Book Is Critical To The Growth Of Your Practice...
If you’re an independent financial advisor doing great work but not getting the referrals you deserve, you’re not alone.
You’ve probably heard the usual advice: “Just ask.” Maybe you tried. It felt awkward. Maybe you tried incentives, referral cards, gifts, generic emails, reviews, networking groups or waiting for the perfect moment.
And still…the referral stream stays inconsistent.
In The Ultimate Door Opener, Seth Greene shows you why most referral tactics fail and what to do instead: build a referral culture that makes introductions natural, frequent and high quality -- without begging, bribing or pressuring clients.
With nearly three decades of experience as a financial advisor and business growth strategist, Seth breaks down the 10 biggest referral roadblocks holding advisors back and gives a clear, modern path to turning satisfied clients (and centers of influence like CPAs and attorneys) into consistent referral sources.
Meet the Author
Seth Greene is as an Accredited Asset Management Specialist (AAMS), and an Estate & Trust Services Consultant (ESTC).
Over the last two decades, Seth Greene has been recognized as the most respected college financial aid negotiator in the country, saving his clients an average of $37,070 in college tuition, per child, per year.
Seth is the co-host of the SharkPreneur podcast with Shark Tank’s Kevin Harrington which was named to the top 10 business podcasts.
He is an Inc 5000 CEO, and the author of ten best-selling books who has been interviewed on NBC news, CBS news, Forbes, Inc, and CBS MoneyWatch.
Seth specializes in working one on one with ambitious, high growth advisors who understand referrals are the key to ongoing success in the financial industry.
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