Month: June 2020

You may be killing your opportunities for more and better referrals without even realizing. Almost everyday I see messages advisors send to their clients and other referral sources that work against their ability to generate…

  If someone isn’t right for your business, you’re probably not the right advisor for them. Agree?   It’s important that we create win-win situations.   What I’m about to share with you might take…

Have you ever sent a center of influence a few referrals – maybe many referrals – but they aren’t reciprocating? What’s going on here? My first question to you is, “Are you sure you are…