Month: May 2024

The Language of Asking for Introductions Without Pushing, Begging, or Looking Like The Creepy Referral Guy Excerpted from Bill’s new book… The Language of Referrals:  The Words & Scripts Financial ProfessionalsUse to Win More Ideal…

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Lead Programs – Recipe for Mediocrity? While preparing for an in-person workshop with a financial firm, I was interviewing one of their newer advisors. He was telling me about one of their lead programs designed…

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