“We're taking the data from like the calls that are coming in… you already know if you have a referral source that's sending you a ton of business”
♫
Said on Lawyerist Podcast
Tony Xia · The Adviser Podcast Network · From ex-banker to elite broker - How Tony Xia scaled a powerhouse without referrals
Audio streams from the publisher’s own feed. Verbatim does not host or copy it.
leveraged existing client referrals as primary source of new business
60% of business from existing client referrals in FY 2026
“We're taking the data from like the calls that are coming in… you already know if you have a referral source that's sending you a ton of business”
“We're really focused still on proving the value in production and proving the return on investment with existing clients and with new clients”
“I have actually in five years never actively marketed my business… a huge part of my business has been referrals… even casuals have given referrals to their owners”
“If you get a 25% conversion rate… if I want one new client… I just have to call… four clients. If I need 10 new clients… 40 potential clients.”
The strongest new moments on your topics, in the speakers' own words. Free for three topics.
No card. No password. One-click unsubscribe.
Pro watches up to 25 names or phrases and emails you the morning after they are said.
See Pro, $29 a monthVerbatim quotes a short extract and links to the episode; the episode belongs to its publisher. Remove a show.