Niche Marketing Strategies
Includes Q&A
Tuesday, July 23rd at 12 pm ET
Join Duncan MacPherson for a webinar on niche marketing strategies specifically tailored for financial advisors. In this session, you will learn how to identify and effectively target your Most Valued Prospects (MVPs) to differentiate your practice and elevate your brand.
Coaching Financial Advisors for over 25 years1.866.593.8020
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Referrals vs Introductions
2023-03-15 • 20 second read

Asking for referrals can be perceived negatively by clients, and can reflect poorly on you and your team. The goal is to leverage your client’s desire to be helpful to others, and position the concept of a referral as a value added service that you provide to the friends and family members of your clients. Encourage your clients to introduce you when the right situation arises, and ensure they clearly understand the process on how to proceed with an introduction.

Do you have a process in place for client introductions? No, what other Opportunity Gaps do you have? Find out, take our free PMI Assessment today by clicking here:

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