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Fast Track for Planner Referrals

Own Your Business

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I'm Going to Take as Much as I Can Get My Hands On

There is a distinction between asking the planner what they are looking for and coming across as, i'm going to take as much of this client money as i can get my hands on. If your intentions are pure, that will come across. And if your intentions are, how can i squeeze every last penny out of this client, that will also come across. I think any planter who's smart is never going to put you in that position. You won't kick your self for either overbidding or under bidding.

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