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If your service offering leans toward money management and you have a unique approach, you need to be more careful in taking on referrals and qualifying prospects. Taking on the wrong referral today may be an impediment to getting the right referral tomorrow.
Service is the foundation of a referral-based business. When you make your clients feel great, they'll feel you're a great advisor—and they'll want to share you with their friends.
Asking clients for referrals can be a nerve-racking experience for advisors. However, examining and readjusting your thinking can be a huge step toward a more productive and profitable practice.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
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May 19–20, 2025