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Turning Your Clients into Referral Sources with David Friedman

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Manage episode 308373643 series 3012659
Content provided by Institute for Luxury Home Marketing. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Institute for Luxury Home Marketing or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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:

  continue reading

71 episodes

Artwork
iconShare
 
Manage episode 308373643 series 3012659
Content provided by Institute for Luxury Home Marketing. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Institute for Luxury Home Marketing or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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:

  continue reading

71 episodes

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