http://www.iris.xyz/development/art-gaining-referrals-clients There’s an ocean of new business out there this year! Are you “fishing where the fish are”? Mark Magnacca is one of my all-time favorite best-selling authors in the financial services and sales industries. One of the key points he’s made in his books and seminars, is the importance of fishing where the fish […]
Tag Archives | referrals
Year-end reviews and asking for referrals
The end of the year is a perfect time to meet with clients to review the year and even ask for a referral or two. One of the best times many advisors gain referrals is after an annual review. You’ve read this on my blog before and many advisors have done this for many years. […]