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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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Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
July 31, August 7, 14, and 21, 2025
AI Marketing for Advisors
Begins October 23, 2025