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Best Way To Get Client Referrals As a Financial Advisor with NO Awkward Ask

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oechsli

Автор: Streamline My Practice: For Financial Advisors

Загружено: 2 сент. 2021 г.

Просмотров: 2 150 просмотров

Описание:

Financial Advisors, We know how important referrals are but the way most advisors ask for them is just too "salesy".
We're here to serve our clients, not ask them for favors.
Watch this video to get an idea of how using gratitude can be one of the best referral "strategies" you can use.

-------------------------

❤️[SUBSCRIBE TO THIS CHANNEL]
https://bit.ly/StreamlineMyPractice-Y...

✅ ADVISOR RESOURCES
https://www.streamlinemypractice.com/...

👨‍💼 [THE ULTIMATE CPA REFERRAL GUIDE]
https://www.streamlinemypractice.com/...


________________________
This channel is made for Financial Advisors who are looking to grow their practice so that they can positively impact more people for good.

Some of the things we'll be talking about are advisor marketing, practice management, how the best advisors find and attract new clients, advisor communication strategies, and how to keep your clients happy for life. We'll also be looking at the typical day in the life of a financial advisor.

Financial Advisors have an important role in removing the burden of finances from their client's shoulders. And this is the place for them to come and grow as an advisor.

________________________
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This post may include affiliate links and I may earn a small commission when you click on the links at no additional cost to you.

Music
Sons and Daughters- Nickolas Jonas
Subway Dreams- Dan Henig


#financialadvisortraining #streamlinemypractice #dayinthelifeofacfp

Best Way To Get Client Referrals As a Financial Advisor with NO Awkward Ask

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