In the final video in our series about referrals, Steve Sanduski shares how to test if your firm is referral-worthy by identifying your top 10 clients and writing a testimonial for each.
In part four of a five-part video series about referrals, Amy Koenig shares what to do after you get a referral from a client and how to train your clients to introduce you to their 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.
In part two of a five-part video series about referrals, Amy Koenig shares when asking for introductions is best received.
In part one of a five-part video series about referrals, Amy Koenig shares how to identify which clients you want to replicate.
In our third and final video on discovery, Steve Sanduski shares three new types of questions to add to your toolkit.
ROL Advisor's Mitch Anthony explains why asking good questions is essential for advisors to create alignment with their clients.
Help your clients reflect upon the decisions they’ve made in the past and it might help equip them to make better decisions in their future.
