Derrick Kinney - How to Win Referrals, Warm Cold Leads, and Build a 4% Business
Update: 2025-07-21
Description
Most advisors chase leads with cold scripts and hope for referrals that never come. Derrick Kinney thinks differently—and built a wildly successful practice by connecting with pain, not pitching features.
In this episode, we break down the mindset and daily disciplines behind real growth:
- The mid-meeting referral script that actually works
- How to disarm cold leads with one simple phrase
- The difference between 4% work and frantic activity
- Why comfort and reason beat logic and features
- LinkedIn visibility, branding, and the power of being memorable
Derrick also shares how handwritten notes, high-touch outreach, and personal discipline shaped his coaching philosophy—and why he believes memorable people make the most money.
Grab Derrick’s free advisor growth guide:
https://www.successforadvisors.com/free-guide
Want to grow your 401(k) business? Start here:
Take the Your Next Five 401(k) Plans Assessment to discover where your biggest growth opportunities are hiding.
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