Episode 84. Referrals: How to get referrals of ideal clients

Oct 6, 2023

Ever caught yourself questioning traditional practices? Sten did, especially when it came to asking for referrals. Just asking for names felt awkward and ineffective. His solution? Adding value first. Let’s put ourselves in our client’s shoes – wouldn’t you want to see the value before referring someone you’ve just met?

This episode gives you an outline for asking for referrals and getting them.

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Best,
Sten J. Morgan, CFP®, ChFC®
http://www.HowToChargeLive.com
https://calendly.com/andytraub/htc-live

 

 

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