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Suppose you have an affluent friend who socializes with other people of similar wealth and stature—but who's strictly a friend, not a client. What's the best way to broach the topic of referrals without injuring your relationship?
Most advisors fear they'll jeopardize their current client relationships by discussing referrals. Rather than assuming it's a taboo topic, get comfortable with referral talk by tuning in to your clients. Here's how.
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