Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
026: He TRIPLED His Referral Rate In Just ONE Year - Here’s How! w/ Guest Jeremy Keil
Are you ready to get DETAILED? I mean a specific checklist of what you can do to get MORE referrals faster? Well, today’s episode is exactly that. My guest, Financial Planner Extraordinaire Jeremy Kiel of Keil Financial Partners is walking us through some very specific things he has done with his marketing to TRIPLE his referrals in 12 months.
Yes, you heard me correctly. 12 months.
You will walk away from this episode with:
What you need to do first before you do any marketing
Specific examples, costs, website… from Jeremy that have contributed to his marketing success
What his marketing…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.