Referrals: How to Ask
In part three of a five-part video series about referrals, Amy Koenig shares examples of how to ask for introductions to your clients' friends and family.
In part three of a five-part video series about referrals, Amy Koenig shares examples of how to ask for introductions to your clients' friends and family.
ROL Advisor's Mitch Anthony explains that while bad form can't spread, a bad attitude can. Try to make positivity go viral instead.
In part two of a five-part video series about referrals, Amy Koenig shares when asking for introductions is best received.
Starting a gratitude journal can give your audience a new perspective on life and improve their outlook as they prepare for a new year.
In part one of a five-part video series about referrals, Amy Koenig shares how to identify which clients you want to replicate.
ROL Advisor's Mitch Anthony explains how resilience can help us differentiate between what we can and can't control in life.
In our third and final video on discovery, Steve Sanduski shares three new types of questions to add to your toolkit.
This primer explains how folks can give back, innovate, and be a part of a new business success through angel investing.
In the second of three videos on discovery, Steve Sanduski defines how you can use a client's past and present to inform their future.
ROL Advisor's Mitch Anthony explains how resilience can help us differentiate between what we can and can't control in life.