Posts Tagged 'referrals'

The right way to ask for referrals (and why so many advisors bungle it)

Asking for referrals isn’t easy.

Alll the data show that as professionals, we are sitting on gold mines of referral value (!), just ready for us to unlock it to build a super practice.

Clients should be lining up, checks in hand, begging — pleading! — for us to manage their portfolios.

Yeah, right.

The truth about referrals in the financial business

The truth is that very few of us are able to fully leverage referrals.

Why is that?  Have you ever asked yourself ...

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