Adam Chapman

Adam Chapman, a Canadian financial planner with two decades of experience, shares his innovative referral method that simplifies the introduction process. He emphasizes a mindset shift away from pressure, advocating for a client-driven thank-you process that enhances trust. Adam explains the power of handwritten notes and thoughtful gestures, showing how these personal touches lead to more natural referrals. He also highlights the significance of involving new clients in expressing gratitude, creating a seamless experience that fosters deeper connections.