The values of being referable: do what you say, show up on time, finish what you start.

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Referrals don't happen by accident. If you want clients to advocate for you, you need to be referable.

Too many advisors focus on asking for referrals instead of earning them. But if you consistently deliver value, introductions happen naturally.

The key? Master these non-negotiable values:

  • Do what you say - follow through on every commitment
  • Show up on time - respect people's time, and they'll respect yours
  • Finish what you start - execution builds trust and confidence

Build a business where referrals aren't something you request, they're something you deserve. 

Want to dive deeper into this conversation? Check out the full episode with Peter Velardi, where we break down the systems, strategies, and mindset shifts that help advisors scale and monetize their practice.

Apple Podcasts: paretosys.co/ao_ap 
Spotify: paretosys.co/ao_sp 
Find Your Channel: paretosys.co/ao_bb  
 

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