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Begin asking for referrals with these questions

Sandy Schussel 4.8

Asking for referrals can be awkward. It doesn’t have to be, though. Discover a coach for financial advisors’ three-step process, including not surprising clients at the end of a meeting by asking them for referrals.


Why the way you ask for referrals may not be working

Barbara A. Pietrangelo, CFP, ChFC 3.0

Referrals make up almost all of Barbara Pietrangelo's business. She shares the simple steps that work for her in getting all the referrals she needs to keep qualifying for Top of the Table.