The Real Reason Clients Don’t Refer
January 20, 2016
Here’s a great piece from Julie Littlechild (President of Absolute Engagement) about why clients don’t refer you as much as you’d like. I think you might be surprised by this.
Writes Julie, “We know that clients are comfortable referring. Based on on-going research with investors we’ve found that 78 percent of clients are ‘somewhat or very comfortable’ providing a referral to their advisor. That’s good news. We also know that about a third of clients say they have referred in the last year. That’s even better news.”
READ THE FULL ARTICLE – CLICK HERE