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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?
Why are referrals so plentiful in other industries—and so scarce in the financial advisory business? Your clients may be failing to make the connection between your services and their friends' or colleagues' needs.
Inspired by a Broadway star's passion for his audience, this advisor decided to win her clients' loyalty by treating them like front-row fans.
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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