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Most advisors fear they'll jeopardize their current client relationships by discussing referrals. Rather than assuming it's a taboo topic, get comfortable with referral talk by tuning in to your clients. Here's how.
Networking isn't a contest to see who can hand out the most business cards. Great networkers know that leaving self-interest at the door is the key to cultivating relationships—and referrals.
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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