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.
Join Jerry and Drew as they talk through:
This website uses cookies. By accepting the use of cookies, this message will close and you will receive the optimal website experience. For more information on our cookie policy, please visit our Privacy Policy.
