The Referral Magnet, Kelly Edwards
The Referral Magnet, Kelly Edwards
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The Referral Magnet
Growing Your Financial Practice Through the People You Already Know

Author: Kelly Edwards

Narrator: Kelli Tager

Unabridged: 6 hr 41 min

Format: Digital Audiobook Download

Published: 05/20/2021


Synopsis

Choosing a financial advisor is one of the most important decisions people make in life. They’re entrusting someone with their livelihood, their future, and their family, so the choice is not something they take lightly. Given the stakes, the search almost always begins with a referral, and that’s why the most successful advisors in the industry are the ones who know how to get them and are proactive in doing so.

In The Referral Magnet, Kelly Edwards shares the formula for generating more referrals than ever before, all without asking for them. Her proven approach has been used by successful advisors all over the country to become more referable and make small but impactful changes in how they operate.

This paradigm-shifting book is packed with practical advice you can implement right away, and includes downloadable content for each chapter along with stories from the industry’s top advisors about their creative solutions, lessons learned, and mistakes made along the way.

The search for a “magic bullet” is over. Referrals are—and always will be—the best way to grow your financial practice, and this book shows you how to get more of them than ever before.

About Kelly Edwards

Kelly Edwards is a film and television executive and producer who has worked for studios such as HBO, Turner, Comcast/NBCUniversal, Fox, UPN, and Hallmark. She holds a BA in theater from Vassar and an MFA in screenwriting from Emerson and has served on the Annenberg Inclusion Board, the UNCF Leadership Council, and the ATAS Diversity committee and is a trustee for NALIP and a 2019 Sundance Episodic Lab fellow.


Reviews

Goodreads review by Ashley on May 06, 2024

Hands down one of the best books I’ve ever ready for my business because I think it just may be the ONLY one that is actually catered specifically to financial services. While the principles and ideas shared in this book will definitely benefit all in business, because financial services is so speci......more