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Month: August 2020

Very few financial professionals have cracked the code for creating truly productive relationships with CPAs. Most financial professionals are going about it all wrong and don’t even know it. Here are the three biggest mistakes…

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I’m sorry to break this to you, but not all your clients are going to introduce you to others. With that said, knowing why many clients don’t like to refer and what you can do…

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Are you getting referrals or introductions without asking for them?  You should be, you know. Your ability to generate unsolicited referrals is a barometer of your referability. While there are a number of factors that…

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I have never been a big fan of generic requests for referrals/introductions – either via email or regular mail. With that said, I think that part of your effort to build your firm’s culture of…

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Referral Coach