No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
When you find the referral approach that’s a natural for you, you actually don’t have to spend as much time seeking referrals. But only you can discover it and put it into action with your clients.
Horsesmouth Essential: If you want to make referrals a key part of your client acquisition strategy (and who doesn’t?), you’ve got to have a system in place for recognizing and recording opportunities. Just how quickly this alone can boost referrals may surprise you.
What’s Working Now: For six years running, this advisor has added 11 new clients per year. His “acquisition, investment, and service” process includes specific strategies for prospecting through LinkedIn.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
The AI-Powered Financial Advisor
Begins October 24, 2024
ClientQuest Social Security
Begins October 30, 2024