The Referral Magnet: Growing Your Financial Practice Through the People You Already Know

by Kelly Edwards

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.

274 pages, Paperback

Published June 19, 2021

Reviews

[Ashley Ethridge · Rating 5 out of 5]

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 specific and highly regulated, other business books don’t necessarily benefit financial services because of what can and cannot be implemented. While the title may lead you to think it’s just on how to get referrals, this is a book that everyone in business should read (especially if in financial services) because she basically gives you the blueprint on how to build and establish your business from the ground up. You can legitimately go chapter by chapter implementing what she teaches and see immediate results. I HIGHLY recommend for everyone to read!!