Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
Tuesday, April 23rd at 12 pm ET
Considering a Move to a New Financial Advisor Firm? This webinar is designed for financial advisors contemplating or navigating a firm transition. Industry veteran Duncan MacPherson, CEO of Pareto Systems, will guide you through the key considerations for a smooth transition for you and your clients.
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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: www.practicemanagementindex.com

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