Best Way To Get Client Referrals As a Financial Advisor with NO Awkward Ask скачать в хорошем качестве

Best Way To Get Client Referrals As a Financial Advisor with NO Awkward Ask

Financial Advisors, We know how important referrals are but the way most advisors ask for them is just too "salesy". We're here to serve our clients, not ask them for favors. Watch this video to get an idea of how using gratitude can be one of the best referral "strategies" you can use. ------------------------- ❤️[SUBSCRIBE TO THIS CHANNEL] https://bit.ly/StreamlineMyPractice-Y... ✅ ADVISOR RESOURCES https://www.streamlinemypractice.com/... 👨‍💼 [THE ULTIMATE CPA REFERRAL GUIDE] https://www.streamlinemypractice.com/... ________________________ This channel is made for Financial Advisors who are looking to grow their practice so that they can positively impact more people for good. Some of the things we'll be talking about are advisor marketing, practice management, how the best advisors find and attract new clients, advisor communication strategies, and how to keep your clients happy for life. We'll also be looking at the typical day in the life of a financial advisor. Financial Advisors have an important role in removing the burden of finances from their client's shoulders. And this is the place for them to come and grow as an advisor. ________________________ POPULAR VIDEOS Advisor's First Meeting Process. What's Missing Since Moving to Virtual Meetings with New Clients.    • Advisor's First Meeting Process. What's Mi...   THE BEST FIRST MEETING QUESTIONS    • Advisors, Start Your Meetings With These Q...   This post may include affiliate links and I may earn a small commission when you click on the links at no additional cost to you. Music Sons and Daughters- Nickolas Jonas Subway Dreams- Dan Henig #financialadvisortraining #streamlinemypractice #dayinthelifeofacfp