Don’t deprive your clients of the opportunity to come to the rescue of friends and family. Sandy flips the fear of referrals on its head!
Quick-Fix Your Referral Mindset
16 Disciplines
I suppose it would have been more fun if I called them 16 “hot tubs” for advisors, or less intimidating if I called them “practices,” but after 17 years of working with and observing how the most successful advisors, it's clear that there are branches of knowledge involved.