Client Referrals with Mike Byrnes

Mike Byrnes of Byrnes Consulting shares numerous ideas with host Chris Boyd on how to improve your marketing to be a more effective financial advisor. Topics include:

• Position yourself for more referrals
• Enhancing trust with clients
• Improving communication while benefiting from technology rather than worrying about it undermining your business
• Marketing for inorganic growth - positioning for recruiting
• Personalized video emails
• Event marketing through collaboration

Guest Michael DeJoseph of Vanguard Group joins the conversation and shares ideas including the importance of active listening for the client experience and referrals.