Dan Allison
Owner of The Exchange, a virtual content platform and community focused on helping financial advisors master client acquisition and relationship-building. Expert in advisor marketing and client referral generation.
Best podcasts with Dan Allison
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48 snips
Jul 22, 2025 • 1h 30min
Ep 447: Getting A Healthy Flow Of New Clients From Centers Of Influence By Addressing The Referral Risk They Fear The Most with Dan Allison
Dan Allison, owner of The Exchange and a marketing expert for financial advisors, dives into the crucial dynamics of securing referrals from Centers of Influence (COIs) like accountants and attorneys. He outlines how COIs often hesitate due to reputation concerns and offers strategies to build trust over time. Listeners will learn effective networking tips, the importance of personalized gratitude, and how ongoing communication fosters fruitful partnerships. Allison also discusses identifying the right COIs and rethinking success to focus on relationships over mere wealth.
7 snips
Dec 3, 2019 • 1h 53min
Ep 153: Generating More Productive Referrals By Closing The Gap Of Prospects Who Are Referred But Never Call with Dan Allison
Dan Allison, founder of Feedback Marketing Group who uses behavioral psychology to help advisors get more referrals, talks about why common referral scripts fail. He outlines five practical areas to close the gap between willing clients and productive introductions. Short, actionable ideas include cross-educating clients, coaching introductions, measuring perceived value, and spotting your best referral sources.
