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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.
Develop a business relationship with an investor and you gain a client. Develop a friendship with a client and you gain an advocate that will lead to more clients, more business, and more friends.
The deeper your understanding of a prospect's life and financial situation, the more quickly you'll transform him into a loyal client. A profiling protocol, complete with questionnaires and a meeting agenda, can help you identify opportunities and build trust.
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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