In this week’s episode, we shift gears to focus on generating referrals from Centers of Influence. While many advisors acknowledge the potential of working with other professionals, just as many say they aren’t getting enough return. We’ll dig deep to understand how to reverse that trend and leverage relationships with centers of influence to drive significant growth.
We start by acknowledging the challenges associated with generating referrals from centers of influence. From there we’ll shift to how you can adapt your approach to create partnerships that truly provide value for both parties. You’ll hear about new ways to think about professional referrals and specific tactics to help you take action.
It is a great discussion that will help you drive meaningful growth.
Click here to listen and do provide your feedback on what you hear!