When you are a busy financial planner running a practice and running a life… referrals are gold. In fact, they are MORE than gold. AND… the RIGHT referral is like gold mixed with diamonds smothered in platinum, rolled in Louis Vuitton bags.
Since you started in this business i know you’ve heard that you are supposed to network with attorneys, CPAs, and other centers of influence and that they will become an amazing referral source for you. But if we’re honest… it mostly feels like we’re sending clients THEIR way and not so much the other way around. Well, friends, THIS ENDS TODAY.
In this episode we are putting a stop to these shenanigans and we’re going learn from advisor Michelle Klisanich on how she has mastered gaining the RIGHT referrals from CPAs and Attorneys. She’s got a step-by-step outline filled with do, don’ts, and examples of how to get that elusive professional referral.
So if you’re really to learn how to get the BEST referrals from complimentary professionals… this is the episode for you!
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