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The Real #Finfluencers
The Real #Finfluencers is a podcast that spotlights financial advisors using video and social media to grow their businesses and make a real impact—no hype, just proven strategies. Each episode features a candid conversation with an advisor who's doing it right, so you can learn what works and start showing up online with confidence.
The Real #Finfluencers
Ep. 29: Gerry Scott on Turning COIs into a Referral Engine
What if instead of asking COIs for referrals, you built a system that made them want to send business your way?
That’s the approach Gerry Scott took. A veteran advisor and creator of the Snowbirds US Day Tracker app, Gerry started by solving a simple client problem: tracking IRS and immigration days for snowbirds.
But the real breakthrough was turning that solution into a platform that promotes accountants and lawyers (his COIs), builds trust with clients, and generates a steady stream of referrals.
In this episode, Gerry shares:
- How solving a client problem opened doors with COIs
- Why using marketing as a “thank you” creates stronger relationships
- How promoting accountants and lawyers turned into his best referral strategy
Show Notes:
- Snowbirds US Day Tracker App: https://snowbirdsusdaytracker.com/download/
- Snowbirds Expat Radio Podcast: https://podcasts.apple.com/us/podcast/snowbirds-us-expats-radio-podcast/id1666689007
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