The Approach to Referrals

Great clip from Duncan's recent podcast. They discuss finding language that works, when speaking to clients about introductions (referrals).

This is an excerpt from episode 57 of the "Always On with Duncan MacPherson' financial advisor podcast featuring Bill Cates, referral coach and author of "The Language of Referrals," about the art of being referable and mastering the concept of introductions with professionalism and stewardship. 

Stream the new episode "The Language of Referrals " by clicking here: paretosys.co/AODM_ep57