NEWS: Daily AI use among financial advisors doubles, yet confidence gaps persist: Horsesmouth survey
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They may sound like wise ideas, but these seven common approaches to generating referrals may be undercutting your success.
Horsesmouth Essential: These days, to make a referral stick, you have got to get a personal introduction. That means you have got to make sure clients feel completely comfortable introducing you.
Horsesmouth Essential: Which of these five core approaches and activities have you mastered, and which do you need to maximize?
Horsesmouth Essential: High-net-worth clients value their privacy, and they are quick to guard the privacy of their friends. Because of this, many common referral approaches just won’t work with this group. Here’s how to meet others in high-net-worth circles while safeguarding confidentiality.
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