How to get the RIGHT referrals
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How to get the RIGHT referrals

July 27, 2022

by Tony Vidler  CFP logo   CLU logo  ChFC logo

financial advisers asking for referralsWe 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.

Watch the video to learn more…


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