Trust Accelerator Exercise
Referrals don’t come from good returns. They come from how it feels to work with you — and that feeling is built through five observable behaviors: Language, Tone, Consistency, Presence, and Personalization. The Trust Accelerator Exercise is an honest self-check for financial professionals who want to know how referable they really are.
Inside, you’ll find:
- A 1–5 self-score on all five trust drivers, with “what a 5 looks like” for each
- Quick wins you can put into practice this week
- Your Trust Score out of 25 and what your band means for referrals
- A Trust Gap worksheet and a 7-day plan for your three top clients
- A 30-day tracker and Day 30 re-score
Find your gap. Fix it with your best clients first. Then ask for the referral you’ve earned.
“I used the Trust Accelerator with a new client and within two meetings, they referred me to two of their friends. It’s a game-changer.” – David K., Financial Advisor
