Getting referrals the professional way
For decades, our industry has struggled with referrals. We have tried clever sales phrases, arm twisting, the “help…
For decades, our industry has struggled with referrals. We have tried clever sales phrases, arm twisting, the “help me grow” appeal and the Zen-like “ask by not asking.”
Every firm offers some kind of referral training, and financial advisers still say that referrals are
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