From the archive: This episode was originally recorded and published in 2021. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL’s in these archive episodes are still relevant.
From stockbroker & markets commentator on TV, to apparel company founder, to coach of pro athlete advisors, to SaaS founder. The path’s exactly as it was penned sophomore year in high school – or not.
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Ask My Advisor – Learn more about getting “Same Day Referrals” from your top 10 clients with a simple system!
3 Value Bombs
1) There are many ways to make money, but it is essential to be persistent and do what you enjoy and that you’re driven by the thing you’re passionate about and what’s important to you.
2) Anybody can be a center of influence.
3) Based on the 80/20 rule, your #1 center of influence is your top 10-25 clients. Focus on them. Give them and the 1,000s of people in their lives a simple way to Q&A with you. This identifies new client needs and opens access to the 1,000s, automatically.
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HubSpot: HubSpot’s all -on -one customer platform can make growing your business infinitely easier. Visit HubSpot.com to get started today!
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Airbnb: Your home might be worth more than you think… Find out how much at Airbnb.com/host!
Show Notes
**Click the time stamp to jump directly to that point in the episode.
Today’s Audio MASTERCLASS: Get Same-Day Referrals From Your Top 10 Clients with Brian Ouellette
[1:57] – Brian shares something that he believes about becoming successful that most people disagree with.
- He believes that there are many ways to make money, but it is essential to be persistent and do what you enjoy. Be driven by the thing you’re passionate about and what’s important to you. Be successful in every chapter and learn every step of the way.
[3:49] – Are referrals really that important?
- Referrals are necessary because it is a passive marketing campaign.
- People will refer people because it makes them look good.
- Find the bridge in between to get great referrals.
[6:00] – What does COI stand for, and who really is your COI?
- COI stands for Center of Influence.
- Anybody can be a Center of Influence.
- You have to develop relationships and focus on your top clients – then put a system in place that connects you with your clients and allows them to reach other people.
[9:46] – Why does Vilfredo Pareto matter to you?
- The Pareto Principle exists almost everywhere, especially in businesses.
- In most businesses, the top 20% of your clients are counting for 80% of your revenue.
- Focus on your top 10-25 clients.
[13:52] – A timeout to thank our sponsors!
- HubSpot: HubSpot’s all -on -one customer platform can make growing your business infinitely easier. Visit HubSpot.com to get started today!
- Thought-Leader: Ever thought about giving a TEDx talk? Visit Thought-Leader.com/fire to join a free training and learn how to land a TEDx Talk and spread your message to millions!
- Airbnb: Your home might be worth more than you think… Find out how much at Airbnb.com/host!
[14:14] – How valuable is one single client when it comes to connecting with others?
- With a single client, you can gain massive reach.
- 90% of your clients don’t refer because they never get asked. It is how you ask.
- The best way to do it is to have an auto-pilot system to do it for you.
[16:27] – Who most closely resembles our listener’s top clients?
- The value of your current client is higher compared to getting a new one.
- To continue developing clients by resembling your current clients is to connect with the people in their lives.
- Family, friends, and friends of friends.
- The secret is to work from within and provide a specific place designed for Q&A with the experts.
[20:54] – How can we automate the lead generation of referrals without ever asking for one again?
- 2 Keyways to automate lead-generation:
- Use Email
- Use a software program.
- Provide an open place for client Q&A’s.
- Create an email PS that moves people to ask questions.
- “Feel free to ask me questions.” – it opens conversations.
[24:51]- Brian’s parting piece of guidance.
- Your best referrals will come from your existing clients. Have a simple software program that will give you a new connection with your hot leads and that gives you the chance to serve them better.
- Ask My Advisor – Learn more about getting “Same Day Referrals” from your top 10 clients with a simple system!
[33:49] – Thank you to our Sponsors!
- HubSpot: HubSpot’s all -on -one customer platform can make growing your business infinitely easier. Visit HubSpot.com to get started today!
- Thought-Leader: Ever thought about giving a TEDx talk? Visit Thought-Leader.com/fire to join a free training and learn how to land a TEDx Talk and spread your message to millions!
Transcript
0 (2s):
Lights that sparked Fire Nation JLD here and welcome to Entrepreneurs On Fire brought to you by the HubSpot Podcast Network with great shows like the shakeup today, we'll be focusing on by invitation, only getting same day referrals from your top 10 clients without having to ask for them again and to drop these value bombs. I brought Brian Ouellette into EOFire studios from stock broker and markets commentator on TV, to apparel company founder, to coach of pro athlete advisors, to SaaS founder. The path's exactly as it was penned sophomore year in high school - or not. And today Fire Nation, we'll be talking about our referrals importance who really is your COI, the parades principal, and so much more.
0 (47s):
When we get back from thinking ours sponsors ready to finally have repeatable, predictable and scalable operations for your business Trainual can help visit trainual.com/fire. To take a guided 10 part business assessment to help you audit and plan your company documentation today, that's trainual.com/fire. Fire Nation. Have you ever considered starting your own business? Helium10 can help with Helium10. You can become a seller on Amazon. The world's largest online retail site with minimal startup costs. Learn more about Helium10 plus get 50% off your first month of a Helium10 platinum account.
0 (1m 27s):
When you visit Helium10.com/fire. Brian Ouellette say what's up to Fire Nation and share something that you believe about becoming successful that most people disagree with.
1 (1m 41s):
What's up Fire Nation. What's up John. I'm excited to be here. So just to kind of touch on this, but getting to success, you know, it's funny, there's a zillion different paths people take to become successful and whatever that definition of success is for somebody, a lot of times in business, we tied it's a monetary success, but then, you know, to me, it's, it's doing, you know, what do you enjoy doing? There's a lot of ways to make, to make money and to be successful, but what do you enjoy doing? So I think for me, it's lots of trial and error. And I think you hear a lot of people will say it's lots of trial and error, but it's, it's staying persistent and being driven by what what's important to you and being driven by, you know, what you're passionate about as far as helping others.
1 (2m 27s):
You know, I just saw recently a quote about, you know, a lot of times successful people get a negative, you know, people speak negative about successful people. All they're just worried about money, all this stuff. It's like I've yet to find someone that's been successful in business and has not been driven by helping people in some way. And that's really what this is. You know, I've been, this is my third decade of business since college and I've, I've done a few different things, but I've found the, the everything kind of feeds in the next chapter is the way I've looked at it and getting you to where, where you are now. And that, that goal is ultimately, you're trying to be successful in every chapter chapter of the way, but you're also learning every step of the way.
1 (3m 10s):
So they all, they work together. One can't exist without the other. So Fire Nation,
0 (3m 13s):
As I mentioned in the introduction, and we're talking about getting same-day referrals from your top 10 clients without having to ask for them again. So let's start off with that topic. Let's start chatting about referrals are referrals, even really that important.
1 (3m 31s):
That's a great question. You know, it's interesting. I look back on my, you know, out of college, I became a financial advisor and I had the benefit in 95 of the, the market heating up. So as a young, as a young stockbroker at Paine Webber, I was probably getting referrals, you know, rising tide raises all boats. I was probably getting referrals. I had no business getting that everybody's feeling good and the market was heating up. And what I found oftentimes with that was referrals. It was a bit of a passive marketing campaign. And when I, when I say that, what I mean is they, they happen. And sometimes they literally happened from a phone call or being out, just launch or run into somebody and Hey, you got to talk to so-and-so or so-and-so needs this.
1 (4m 12s):
Then I would always sit back at some of these, these just quick referrals. I'd be like, wow, that that's so easy. Why don't you just replicate that? And then months would go by, right? And they're still referrals. And then something happens again. And there was, you know, for the most part advisors and people overall referrals, it's a passive marketing campaign. And when we look at your, who is your number one advocate over anybody, your number one center of influence over anybody, it's your clients, the people that can refer you, your top clients, we're mostly focused on. I'll talk about that a little bit later. And what can we do rather than doing the traditional, Hey, you got any referrals for me, which is better than not asking.
1 (4m 52s):
Right? But most people, I always say the, you know, the idea we'll show you how to get same-day referrals without feeling like a tool. And what I mean by that is it often puts you in a uncomfortable position. Oftentimes clients, clients don't necessarily like being asked for referrals, but they love giving them. Right. It's a status client. People are going to refer people because it makes them look good. Right. So what, how do you find that bridge in between? And that's what we've worked on. You know, I've been 10 years in developing this, but that's what we're going to talk about. I think here, John and a couple of minutes. Okay. I love how you really
0 (5m 24s):
Break that down in a Fire Nation. Hope you can understand the power and the value of what Brian's talking about right now. And I want to move into C O I, what does C O I stand for and who really is our hashtag COI?
1 (5m 42s):
That's a great question. Thanks for touching on that. Because I think about COI quite a bit. COI is center of influence. And oftentimes in business, we think of center influence. You know, at least my experience has been working with thousands of advisors over thousands of advisors over the last decade. We think of them as, you know, if you're an attorney, it's the, your accountant, or if you're a financial advisor, it's the realtor or whomever. And really anybody can be a center of influence what I've done the last 10 years. I've been coaching a pro athlete, financial advisors for the most part and, you know, attorneys and realtors. That was the most part. It's been financial advisors because that's my background and sports agents are great center of influence relationships. I mean, they're fantastic.
1 (6m 22s):
They're by, by job description, they're connected people, right? Not just to their athletes, but other industries. So we've been developing that for the last 10 years and created a system around that. And it really struck me in the last, I always have said 18 months now we're at about 24 months. It hit, hit me that wait a minute. Even with sports agencies and with, even with these advisors that had sports agent relationships or working with pro athletes already, you still have to develop the relationship more. Or if you're just beginning, the relationship started. And I began to uncover that, wait a minute, somebody, these, these advisors, especially successful ones, they've got a built-in COI already.
1 (7m 2s):
And it it's, it's better than any other COI out there. And it's their existing clients. When you vote with your money to work with somebody, there's nothing higher in that people can say, you know, words can only go so far, but when people actually move money, your way, they're investing in you as their advisor. And it hit me that everything we've been doing to develop these relationships with these key gatekeepers, the sports agents can be applied to your current clients. And we'll, we're going to do a little better than that. We're going to focus solely on advisors top 10 to 25 clients. And that's why, you know, for this system we've developed it, it really works for established advisors. Who've been in the business more than a three to five years.
1 (7m 44s):
And our focus is right on that focus on your top clients and putting a system in place that connects with your clients and allows them to share the people in their lives. I'm sure we'll get to this in a moment, John, but I think we'll talk about the amount of reach just one client has is, is quite dramatic. And I never looked at it until I began researching this last 24 months. I never realized how much reach a single client has.
0 (8m 11s):
I try to share this at every opportunity. It can just be one conversation, one person, one, even passing common. They can crack open so much for you. Fire Nation. I mean, somebody asked me earlier, you know, I'm thinking about going to podcast movement, but is it really going to be worth it to me? And I'm like, listen, you're going to be in a room with thousands of other like-minded people. You're going to have conversations with fellow podcasters of fellow entrepreneurs, with fellow people who are looking to make a stance and a splash in the business space. And what if just one conversation, just one interaction that you had changes everything. Cause it's happened to me multiple times before. So I know without that I know is possible and Fire Nation COI centers of influence.
0 (8m 56s):
Think about what Brian broke down there. And I love Brian, how you shared words can only go so far, but when people vote with their money, it speaks volumes, Fire Nation, people need to speak with their money. They need to vote with their wallets with real dollars. In real sense. And Brian, I love the parade of principle, but can you expound upon why Vilfredo Pareto matters to us?
1 (9m 25s):
You know, it's interesting that the 80 20 principle, you know, the predator principle, it just, it appears everywhere. And especially business, you know, you're aware of a John people were aware of it and you begin to realize how much influence the few can have. And this is why, you know, our business really shifted to focusing on the, you know, the 20% of your top clients. You know, we want to take care of all of our clients, of course, but there's the 20% I can, I can make a bet in just about any industry that, that top 20% of someone's clients, their customers are accounting for 80% of the revenues, 80% of the sales. And we really wanted to be the thread that runs through this entire business is simplicity.
1 (10m 7s):
And we really want simplicity in every regard because something that we can have this great idea, but if we say, Hey, take this great idea to every client. You know, every person who, all this stuff, people might be impressed by that at first, but then what happens in action? No action, right? And with no action, it's hard. It's hard to create results. If we give people a simple plan, like, listen, you're only going to focus on your top 10 to 25 clients, your top, you know, your 20% that you deal with the most, that's the sweet spot. And that's what we want to focus on. And I'm not sure if we'll get to this, John, but you know, one of the pieces of that really struck me was, you know, to the, through the benefit of family, friends, social media, Zuckerberg, LinkedIn, all those things, the average person right now is connected to around 600 people.
1 (10m 56s):
And back to what you just went to, you just said a few moments ago, John, about it just it's that one moment, right? It's that one connection. We, you know, we, we talk about connections in a different way with, with our business. A lot of people think of connections is it's, someone's Rolodex their address book and who they know. We look at a little bit differently. We look about what's that one moment where you made a connection with somebody and a relationship again, and sometimes it's just passing someone in the street, someone at sometimes it's a friend just introducing you to someone, oh, you met this person, meet them on social media, meet them out. And about whatever, a funny story, my wife, we met at a coffee shop. I was having coffee.
1 (11m 36s):
I just walked in, was having coffee with my uncle and she sneezed. I said, gazuntite. And she said, thank you. What's that mean? And my uncle, I started laughing from that moment on we've we've been together ever since, you know, and that was a connection that you can't really develop a business from looking at, you know, looking around for people sneezing and saying gazuntite. But that defines what a connection is. Something that simple created a connection where we could have a conversation and begin obviously relationship and grow a family. And that happens in business all the time. When I look back at my successful advisors over the last 10 years, we have the, the system we use to develop the relationships and you follow that.
1 (12m 19s):
But then relationships happen in all of the different ways. And that's when we talk about connections, we want to do, what can we increase? What can we do to increase the possibility of connections? And with those, the average person connected over 600 people. I don't think I finished that thought back there, John, the average person's connected over 600 people, every one client has a massive reach. And if we want just the simplicity of connections, just making those connections, those 600 people matter. Because if you're, if you've got something, a service, you provide a, an answer to a question somebody has, if you can help in any way, we want to be able to be that conduit through your top clients. And through those 600 people, you know, the numbers it's pretty easy.
1 (12m 60s):
Your top 10 clients would be are connected over 6,000 people, top 25 clients, over 15,000 people. Your reach is so large through your existing clients, the need to ever market outside of your existing clients. It really is not there.
0 (13m 14s):
The parades principle is real. It exists in every walk of life. So please do not underestimate it. And I love how you broke that down, Brian, and we're gonna be talking about how valuable a single client can be when it comes to connecting with others. We're going to be talking about automating lead generation without ever asking for one again, from a referral and so much more. When we get back from thanking our sponsors ever consider starting your own business, Helium10 can help. You can become a seller on the world's largest online retail site, Amazon with minimal startup costs and as possible. Thanks to two things. One, a program called fulfillment by Amazon or FBA and two helium tens e-commerce software with FBA, Amazon hails, a complicated and expensive parts of running a business like receiving and storing inventory, order fulfillment, customer returns and more everything else can be solved by Helium10 and all in one software suite designed to help people just like you launch, build and manage a profitable business on Amazon, no invention or big idea required.
0 (14m 16s):
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0 (14m 58s):
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0 (15m 46s):
Visit trainual.com/fire to take a guided 10 part business assessment to help you audit and plan your company documentation today. That's trainual.com/fire. And if you decide to give a train, you will try use promo code EOFire for 15% off after your free seven day trial. That's trainual.com/fire. So Brian we're back and I want to start with that thing that I teased right before the break, how valuable is one single client when it comes to connecting with others, can you break that down for us?
1 (16m 20s):
We think about it, you know, just to review the, the reach each person has now thanks to social media. And just relationships people have is, is massive. If it's half that number 300, 400 people, there's a massive reach. So what do we do then to be that conduit to where, you know, again, I'm, I'm never going to say don't ask for referrals and don't, you know, don't, don't consistently ask for referrals. Cause really statistically, even though 90% of clients, there's a, there's a financial advisor server that goes out every, every couple of years and the numbers are always consistent and I'm, I'm pretty certain, this falls across the board in most industries, 90% of clients say they'll refer 90% don't and the reason being is they never get asked only about 10% of people consistently ask.
1 (17m 1s):
So we know they're ready to do it. It's it's the how you ask. And so I always, you know, hand it to people. I'd rather have someone asking for referrals than not, but what if there's a better way to do this? And what if there's a way to do this to where it's just running for you on autopilot 24 hours a day, 365 days a year. It's where it's a place for your clients and the people in their lives to come to, to Q and a Q and a with the expert who, you know, for the advisors they're problem solvers, right? People have questions which equal problems advisors provide solutions. That's what their job is, is therefore, and the beautiful way when you do it in such a way where you present provide a channel for people to communicate through, it's a safe place and, and known place to, to Q and a with the, and maybe going ahead of myself a little bit, John, but that's, that's kind of the big picture we're getting to here is by providing an advisor, they're providing their clients a place to Q and a, because that opens up a whole lot of opportunities we found
0 (18m 4s):
In Fire Nation. What are you listening for? If not opportunities. And I'm pretty curious how you're going to take this, Brian, because, you know, as I was kind of going over some of these questions, I was like, this is going to be an interesting one who most closely resembles our listeners Fire Nation's top clients. Can you answer that generally for all of us?
1 (18m 25s):
Yeah. I mean, that's another one it's like, I've got a crystal ball, but it's not that complicated. If you think about this for a moment, you know, a lot of advisors and people in business where you're trying to develop the new business, where's the new business going to get come from. And as I think Roland Frasier, which is someone you're probably familiar with John, but I just saw this great quote from him recently, where he talks about people, neglect to look at the value of their current clients, their current clients, the value, the value of a current client versus trying to get a new one is dramatically higher. It's a multiple higher, higher. And what do we do to put something in place to where we can continue to develop our clients. We can go out and you can do, you can do advertise and you could do presentations, seminars, whatever.
1 (19m 12s):
But what if you already had a captive audience of people that resembled your top clients? Well, who's going to resemble your top clients the most. It's going to be the people in their lives. It's going to be their family. It's going to be their friends, the children, the families grew up together and spend time together, all those things. And so rather than trying to look and find people that replicate your best clients work from within. And that's really kind of the secret here that we've discovered is we spend all this time trying to create new business where it's just sitting right in front of us. And an interesting thing with what's happened this last year, over year with COVID people have a lot of questions. People have a ton of questions.
1 (19m 52s):
We didn't have a year ago, year and a half ago, right? It's, it's cred, all these new questions that people have. And what are people talking about when they're, you know, when families were doing less of it now, because there's, we're getting a little more freedom to be able to go out and about. But when families resumed calling and, and phone calling and texting all this stuff more so than ever because of the pandemic, people, questions are coming up, questions are coming up about, you know, someone's a financial plan, their real estate, their tax situations, their finances, their debt, estate planning, all those things. There's all these new questions have come about. So we know client, current clients are primed right now and talking about this stuff.
1 (20m 32s):
So if you're able to get in there and provide them a place, they always know, you know, an interesting thing, clients know they can always call you. Clients can always email you. They can send meetings. That's the traditional way. That's always there. But what if there's a dedicated to Q and a where clients know this is specifically designed to ask my questions. You know, my advisor, they're busy. I don't want to bother them, but I got this place. I can go and ask these questions. Oh, wait, I was just having a call. You know, my best friend who just sold his company and is looking to, you know, to invest or looking to buy some real estate or has tax questions, whatever, Hey, I'll send them here. Or you can ask a question right here. And that's a designated place to ask that question that all of a sudden opens up a whole new world.
1 (21m 16s):
And sometimes, you know, one of the things we found over the last 10 years, and I was guilty of this when I was in the business, you send people to your company website or have them send an email. And that's fine. Those are all ways of making connections, but sometimes send us someone to your corporate website or even a more personalized website. Sometimes it can be like having a first date and taking the date to meet your parents at first night. Right? You got to kind of work your way to that. Sometimes it's too formal going to the website. It can feel a little stale, but if you've got a specific place that is designed for Q and a, that can open up a whole new world. And that's really the thread that runs through this business is providing that simple place to Q and a with the experts, the experts, or the advisors, and to do it in a way where clients feel open to share that.
1 (22m 3s):
Not well, not just to use it for themselves, but to share with people in their lives that have questions or needs that these advisors can help with. Does that kinda make sense?
0 (22m 10s):
It makes sense. I love how you broke that down and Fire Nation. Again, I'm really just hoping you understand the logic and the truth behind what Brian's sharing here, because that's what we're trying to do. We're trying to make your systems more efficient, make your business run better. We're trying to save you time because let's be honest. We all want more time Fire Nation. And we all live quite full and busy lives. I mean, let's be honest. We've all built fullness and busy-ness in our lives. And the last thing we really need is more quote, unquote work. So how Brian, how can we automate lead generation of referrals without ever asking for one, again,
1 (22m 52s):
Two key ways. I'm going to show you one. I'll talk about briefly. And we actually talk about this in our, we've got a main master class. That's just running 24 7. So that's where we run this through and run through the whole system about 35 minutes, but one is a freeway and it's a way that a freeway and it's, it's, it's a way you can do a right now, we get done with this podcast. If you, if you have an email, everyone in business, you have an email. I'll talk about that. How you can just share it as a simple PS and your signature. And then the second way is using the, the software program that we've been developing. It's really the heart, the hardcore software development's been going on since, since September 12th, but the business, the idea itself has been developed developing over the last 10 years. And after, you know, you do something, you put 20,000 hours into something, you learn a few things.
1 (23m 35s):
So I'll talk about those two things. The first one is we want to provide an open place for clients to Q and a, and there's something kind of magical about, and a people maybe forget this, but when someone has a question, something, something about say, it's about their a 401k plan. They're not going to, if they have a list of five questions and they've got a place to go and ask an expert, that question, they're not going to ask their fifth most important question. They're going to ask their number one most important question at that time. So instantly we filter out all the fluff of the back and forth and going back and forth. What do you really need? All this stuff. We would go directly to what the question is. And we want to do is with this email, with your email, let's talk about this a little bit more on the webinar, but I can give you the quick 4, 1, 1 on this.
1 (24m 22s):
It's really simple. Provide a simple PS in your signature that moves people to ask those questions and make sure it's open, not just for your clients, because a lot of times clients, as much as they know, you're, you're their advisor. And they're working with you. There's a gray area sometimes of well, you know, my, my father has got this estate planning question, but you know what? He's, he's already got his own advisor. I'm not going to send it into mine. And there's that gray area. And, and John, you know, gray area in business is not a good thing. It's gray area equals inaction, and we don't want an inaction. We want action. So we want to move people to be open, to ask those questions.
1 (25m 3s):
So in your PS, it's going to include, do you have a question about blank and that blank can be anything about your 401k. There's something in the news, something specific, feel free to just click here and ask me here. Or if you know somebody in your life, someone important to you in your life, feel free to have them ask me here too. But what that does is that opens the conversation up. It opens the clients up to being able to share their advisor. And it's, it's amazing. I come up upon this. I mean, I've been coming upon this when I was in the business and through now, clients need to be coached too. And there's the obvious things, knowing the advisor, what they can and cannot do. But when we move into that gray area, that could be a bad thing for getting, you know, getting people to make those introductions, make those connections. And we want to move out of that gray and make it crystal clear.
1 (25m 45s):
And this gives people, it makes it a, a, it gives them permission, I guess we'll say that's a good way to look at it. It gives them permission to share you. And that becomes incredibly valuable. If that makes sense,
0 (25m 56s):
It makes a lot of sense and Fire Nation. That's what we're looking to do here today is provide value ends. When you can automate things. When you can scale things, when you can leverage your time by doing things, the right proven way is going to lead to a better business and to a better life. That's why the tagline of my book is this is 17 step roadmap to financial freedom and fulfillment because we want that freedom because of our business success and that for you, it can be in time. It can be in money. It can be in location, a lot of different things. So Brian, you shared a lot of values or the entire interview. Give us the one key takeaway. You really want to make sure Fire Nation walks away with, with all the value bombs you dropped.
0 (26m 40s):
Then I know you have a great call to action for our, and then we'll say, goodbye.
1 (26m 45s):
Sounds good to me. You know, the one thing I'll say is, you know, I, I talked briefly about, I really want to focus and laying the groundwork for what we uncovered after, you know, over the last 10 years and 20,000 hours, and kind of funnel it down to, you know, your best, best refer is going to be your clients. And what do you do to tap into that? And we just talked about momentarily about using the PS in your signature, ask my advisor, the software we've created does this for you automatically. And really one thing you and I talked about John, or talk about going into this is the software itself. We don't have to talk about a whole lot. It just, everything we talked about as far as funneling and giving your clients a place to share you as the advisor, with the people in their life, with the thousands of people in their life who most closely replicate your best clients, it's a simple software program.
1 (27m 33s):
And literally we've made this thing third grader simple. I don't know if I should adjust that to maybe second grade or symbol, third grade, first grade, whatever, but we've made this simple by design because we want to limit. We want to, we want no gray area and there's fabulous ideas out there across the board, all over the place. And sometimes I'll look at them and I'll be just, this is a great idea, but it's a little to accomplish. There's one extra step and you don't do it even though it may be a great solution for what you, what you need. This has been made to be literally fill in the blank, hit submit your Q and a URL landing page is ready to share. Ready to plug into that. PS you have in your email, ready to share with your best clients.
1 (28m 13s):
And now your clients can come to you and ask those questions. They can share you with the thousands of people in their lives to ask you questions. And what happens anytime a question comes in, well, if it's coming from a current client, you've just found a way to better serve your clients, right? And that's a great way to uncover additional business. But when a new connection comes in, you just made a new connection and guess where this connection came from. It didn't come from an ad. It didn't come from someone off the street. It came from one of your elite, top clients. So this is a red hot connection. And from there you do, you do. When my wife sneezed, I, we created the relationship. We got married, right? It was a connection. It was that one moment. When a client, when a question comes in and that connection's made now the advisors do what they're best at developments, relationships and member I'll wrap up just with the way the software works.
1 (29m 3s):
Every time a question comes in, the advisor gets a notification, their inbox on the phone app or an apple Google stores. You get an instant notification that pops up on your screen. That a question just came in with the question and you also get a desktop notification. You've got that turned on. So now you have a chance to reply within minutes when a question comes in. So when a question comes in from a client, they're going to love you all the more, because you're getting back to them so quick, when a new connection comes in, think about how powerful that is. Especially if an existing advisor for that connection is slow to reply. It takes hours or days, or maybe doesn't reply at all. And you've got the ability now to get right back to them. You've just created just a rock solid first impression. And that first impression is a tough one to break, especially when they're already introduced to you by one of your top clients.
1 (29m 48s):
So that's it right there in a nutshell. And
0 (29m 50s):
Where can Fire Nation go to learn more? Ask
1 (29m 52s):
My advisor.co is our website and on the website, you've got access to the webinar and it's, it's about, it's running about 35 minutes. Now it runs through the a to Z. It covers kind of what we've talked about here. John funnels, what we identified, what we uncovered and then works its way through. We go into the email signature a little bit more in the webinars. So you can actually, without even being a member of ours, you could put that system to work today. Or in 36 minutes gets down to 35 minutes. You can be going in 36 minutes. And as far as the software goes, it's designed to be up and running in less than 15 minutes. And, and that's, that's it very, we want simplicity, right? John,
0 (30m 30s):
My advisor dot C O any final call to action for him
1 (30m 36s):
Be in this business a long time. I've got a lot of, you know, just fantastic coaches. And what we've put together is a, it's a five step blueprint, how to get referrals on autopilot. And it's based off of this system. We've developed working, you know, initially with sports agents and pro athletes, and we funneled it down and we've moved it over to now developing your number one center of influence, which we talked about is your top clients, your top 10 to 25 clients. It's a one pager. We want simplicity. So we don't want big for us. We don't want big books, big eBooks, all this stuff. We want a one pager that you can look at. And there's something important about being able to look at something on one page in stirring up action. That's everything we're about. We want people take an action.
1 (31m 16s):
We know this works. If you take action, just like many things work, and we want to make it as simple to take action that we set up to the first 25 we'll mail out a laminated version. Cool thing with a laminated version is you can have that on your desk easily. There's something about something that's laminated just makes us stand out a little bit. And it could be those reminders too. When you're talking to your clients to let them know you're open to helping other people. And that's what we're all about. We want to make it super simple. We also include in that five fill in the blank templates that can be used in your email immediately. You literally just fill in the blank, hit, send to your clients and you're ready to go.
2 (31m 49s):
And where do they get that? askmyadvisor.co/fire
0 (31m 55s):
Fire Nation. You're the average of the five people you spend the most time with. And you've been hanging out with BO and JLD today. So please keep up that heat and head over to EOFire.com type Brian in the search bar and his show notes page will pop up with everything we've talked about here today. And again, the call to action is ask my askmyadvisor.co/fire. Brian, thank you for sharing your knowledge, your value, your fire with Fire Nation today, for that we salute you and we will catch you on the flip side. Awesome. Hey, Fire Nation today's value bomb content was brought to you by Brian and Fire Nation.
0 (32m 38s):
Over the last decade. I've more than 3000 of the world's most successful entrepreneurs. And I created a revolutionary 17 step roadmap to your financial freedom and fulfillment. And I put it all into my first traditionally published book. The Common Path to Uncommon Success personally endorsed by Seth Godin, Gary Vaynerchuk, and many others. The Common Path to Uncommon Success is the step-by-step guidance that you need to achieve the lifestyle of your dreams. So visit UncommonSuccessBook.com to learn more and to order your copy today. And I'll catch you there Fire Nation, or I'll catch you on the flip side, ready to finally have repeatable, predictable and scalable operations for your business.
2 (33m 19s):
Trainual can help. Visit trainual.com/fire to take a guided 10 part business assessment to help you audit and plan your company documentation today. That's trainual.com/fire. Fire Nation. Have you ever considered starting your own business? Helium10 can help with Helium10. You can become a seller on Amazon. The world's largest online retail site with minimal startup costs. Learn more about Helium10 plus get 50% off your first month of a Helium10 platinum accounts. When you visit Helium10.com/fire.
Killer Resources!
1) The Common Path to Uncommon Success: JLD’s 1st traditionally published book! Over 3000 interviews with the world’s most successful Entrepreneurs compiled into a 17-step roadmap to financial freedom and fulfillment!
2) Free Podcast Course: Learn from JLD how to create and launch your podcast!
3) Podcasters’ Paradise: The #1 podcasting community in the world!