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Many advisors are uncomfortable at the prospect of asking their clients for referrals, especially when the markets are down. But now's the time when people start thinking about changing advisors. Don't miss out on the number one method of growing your business by letting your referral flow wane. Follow these four steps to keep a referral system running no matter what the markets are doing.
Advisors don't ask for referrals because they don't feel confident with the process. Here's how to cast aside your doubts and make asking part of your regular regimen.
If you're afraid of asking for referrals, you're missing out on a huge amount of potential business. Don't let this happen. Take a minute today to consider these points. Outstanding referrals will follow if you commit to making that happen.
With the do-not-call regulations, personal introductions are more important than ever before. This column outlines two proven strategies that will get you personal introductions to great prospects.
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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