“We moved on from 5% of our client relationships each year, selecting clients based on both revenue they generate and engagement level.”
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Ashley DeSteiger
Financial Advisor Success ·
Barry LaBov · Build a Better Agency Podcast · Episode 574 The Power of Differentiation and Agency Growth with Barry LaBov
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Map employee relationships on a whiteboard to visualize how one contact (e.g., Mike) generates multiple client referrals
“We moved on from 5% of our client relationships each year, selecting clients based on both revenue they generate and engagement level.”
“We have a very generous referral kickback to our clients because you have such an amazing experience, you want to go tell people about it”
“I would say 85 to 90% of my business now comes through B&I, previous relationships, current relationships, past relationships, through, I think I'm up to about tier 13 in referrals.”
“In 2026 financial year, I will say at least 55, 60% of our business were from existing clients or existing client referrals.”
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