DOES ANYONE REALLY LIKE ASKING FOR REFERRALS? MY GUESS WOULD BE NO.
Do you enjoy asking for referrals?
My guess would be no, you don’t, and I bet I can guess why.
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Asking for referrals is an inherently selfish act.Â
The standard ask is something like this…
“Dear...
TIRED OF ONE-WAY REFERRALS?
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Are you sick and tired of eternally sending CPAs and attorneys referrals and never getting any back? This is one of the most frustrating parts of networking as a financial advisor. Everyone tells...
BECOMING A BY REFERRAL-ONLY ADVISOR
With two new advisors in my practice and questions about prospecting coming from The Intentional Advisor community, I have prospecting on my mind. Â
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I am going to tell you something that you alrea...
PROSPECT LIKE A STOIC
I was reading an email from the Daily Stoic’s Stoicism 101 course this morning and I realized that the Stoic recipe for happiness is also the perfect recipe for success in the early years of one’s bus...
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