
Coach to the Advisor Elite: CEG’s John Bowen on What it Really Takes to Build a Blockbuster Business
The Diamond Podcast for Financial Advisors
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The Number One Way to Get a Refer
The number one way to get a refer is to make it clear that there's something in it for the referrer. What they want help in is how can they make their businesses, their practice, the accountants or attorney practice, more successful? Of the five, four of them are revenue base ones for accountants and attorneys. Those four mitigating taxes, taking care of the errors, protecting the assets and magnifying the charitable gifts. And then we also showe them how to leverage stot leadership.
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