24 min listen
026: He TRIPLED His Referral Rate In Just ONE Year - Here’s How! w/ Guest Jeremy Keil
FromThe 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
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
ratings:
Length:
58 minutes
Released:
May 3, 2022
Format:
Podcast episode
Description
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 marketingSpecific examples, costs, website… from Jeremy that have contributed to his marketing successWhat his marketing funnel looks likeHow he makes it crazy easy for his clients to share him with his ideal client avatarAnd 3 specific tactics you don’t want to miss!We’re diving right in! ---------Connect with Libby on LinkedIn Here!Moz.com to create consistency among online search resourcesKeilFP.com to learn more about Jeremy's practicefivestepretirementplan.com to see Jeremy's lead magnetProud Mouth - the service Jeremy uses to promote his podcast and enhance his "influencer status"Smart Asset - lead service Wiser Advisor - lead service Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Released:
May 3, 2022
Format:
Podcast episode
Titles in the series (100)
005: 6 Ways 'Delay Delivery' in Outlook will Make Your Life Easier by The Efficient Advisor: Tactical Business Advice for Financial Planners