Quotes from the Masters
On Referability

"Does he or she know you, like you, and trust you?  Does he want to see you succeed?  Does she want to help you find new business?  If so, then you have yourself a 'Personal Walking Ambassador.'" -– Bob Burg  

"Call people back immediately. One of the biggest challenges most salespeople have is that they don't want to pick up messages and call people back. Return calls now. It's the only way you can build up a solid clientele." -– Tom Hopkins  

"If you roll out the red carpet for a billionaire, they won't even notice it.  If you roll out the red carpet for a millionaire, they expect it.  If you roll out the red carpet for a thousandaire, they appreciate it.  If you roll out the red carpet for a hundredaire, they tell everybody they know." -– Patricia Fripp

"Keep every promise made. To make the sale, some salespeople will promise everything.  And then they don't do what they promised. You'll never get a referral that way. Under-promise so you can over-deliver. That's how you 'wow' them and keep them happy." -– Tom Hopkins  

"Don't concentrate on making a lot of money, but rather on becoming the type of person people want to do business with." -– Patricia Fripp 

"Excellent service is not what you believe it to be, it's what your customer perceives it to be. And tells others." -- Jeffrey Gitomer  

"To become a champion salesperson, you should set a goal to become someone people will not hesitate to recommend. Become someone people seek out as an expert in your field." -– Tom Hopkins  

"It is not who you know, but who wants to know you." -– Patricia Fripp

Provided courtesy of  Jim Rohn International

Contact Us


OneSource Wealth Advisors is a registered investment adviser located in Vero Beach FL OneSource Wealth Advisors may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. OneSource Wealth Advisors web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of OneSource Wealth Advisors web site on the Internet should not be construed by any consumer and/or prospective client as OneSource Wealth Advisors solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by OneSource Wealth Advisors with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of OneSource Wealth Advisors, please contact the state securities regulators for those states in which OneSource Wealth Advisors maintains a registration filing. A copy of OneSource Wealth Advisors current written disclosure statement discussing OneSource Wealth Advisors business operations, services, and fees is available at the SEC investment adviser public information website or from OneSource Wealth Advisors upon written request. OneSource Wealth Advisors does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to OneSource Wealth Advisors web site or incorporated herein and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.

Insurance products and services are offered and sold through OneSource Financial Group and individually licensed and appointed insurance agents.

FINRA is located at SIPC is located at