by Tony Vidler
You deserve the referrals because you have earned the right to them…you are referable. The clients know it…you know it….it is part of the process of working together.
It is important that you generate the right sort of prospective new clients though, and maintain a professional approach with your clients.
In this video we discuss the key elements, and role-play some of the discussion that a professional financial adviser can have with a client to ensure that everything works smoothly for everyone.
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