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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: 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.
When client portfolios have taken a hit, referrals are usually the last thing on an advisor's mind. But it's actually an ideal time to broach the subject, and here's a way to do it with tact and success.
Horsesmouth Essential: How do you get HNW prospects off the fence and considering your services? Get them thinking.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025