According to a study by SEI, 47% of your clients will eventually make a referral. Another 47% will not...until you ask. But how can you ask without the question falling flat on its face, and avoiding the typical response of "If I think of someone, I'll let you know"? We answer this important question in this story.
Why a broken Advisor sales strategy is more of a repairable passion problem
As seen in RIABiz, January 2017
By Amy Parvaneh
Remembering your value busts up the dilemma of selling within a circle of friends.