Top financial professionals find that growth strategies like cold calling and seminars are often ineffective, while client-based referrals offer the most consistent results. However, many advisors miss opportunities for growth by not asking for referrals due to fear, forgetfulness, or uncertainty about when and how to ask.
The "Green Light" strategy provides a practical approach, emphasizing gratitude and simple, effective steps to successfully request referrals at the right time.
Watch the recording below with Jerry and Drew as they talk through:
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