
Ep 358: Accelerating Growth By Asking For Referrals After Celebrating Shared Success With Clients With Veronica Karas
Financial Advisor Success
Facilitating Introductions and Follow-Ups
In this chapter, they discuss how to facilitate introductions to potential clients through referrals, emphasizing the importance of sending a follow-up note. They also discuss the frequency of asking clients if there is anything more they can do for them and how they have modified the question. Additionally, they explore the importance of asking for referrals after celebrating shared success with clients.
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