Robin Crane
Marketing and positioning strategist for financial advisors who teaches referral psychology, messaging, and LinkedIn systems to attract ideal clients and scale advisory practices.
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Mar 10, 2026 • 48min
351: Want More Referrals? Try This 3-Step Conversation
Robin Crane, a marketing and positioning strategist for financial advisors, explains referral psychology and practical systems. She breaks down a 3-part referral conversation and why safety and micro-commitments matter. Topics include cloning ideal clients, clear messaging, and using LinkedIn and events to attract better-fit clients more consistently.
