Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
310: Referral Process Makeover - More Referrals with One Simple Twist with Guest Adam Chapman
Getting referrals can feel complicated for financial advisors—but what if the simplest approach is actually the most effective? In this episode, Libby Greiwe sits down with Adam Chapman to explore a unique and refreshingly easy process for generating more introductions. Instead of adding friction or pressure, Adam shares how he flips the script and creates an experience that builds trust, strengthens relationships, and makes referring feel natural.
Here’s what you’ll learn in this episode:
A powerful mindset shift that removes pressure when asking for introductions
How involving new clients…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.