How to Ask for Referrals in a Virtual World: 2 Scripts

Jun 30, 2020 / By Bill Cates, CSP, CPAE
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Many advisors aren’t reaching out to their clients right now, whether due to fear or overwhelm. Given how hungry people are for financial leadership, the opportunity to add clients is huge. Learn how to craft your referral approach to fit the virtual environment and reap the rewards.

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