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Why Clients Don't Refer
2024-05-10 • 6 min video

Client Won't Refer? Overcome the 2 Biggest Referral Objections

Financial advisors: Learn the two main reasons clients hesitate to give referrals and discover strategies to address them! Explore how to build trust and overcome concerns about confidentiality and process. This video provides actionable steps to create a "culture of referrals" in your practice.

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

 

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