by Tony Vidler 
We begin with the assumption that you deserve referrals….and thereafter it becomes a process of determining how best to position for the right referrals.
It is important that you generate the right sort of prospective new clients as not all prospects become the right clients for your firm, and you need to maintain a professional approach with 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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