Category Archives: Referrals

Prospecting to find qualified leads is one of the most time-consuming and difficult challenges facing financial professionals today. Yet, finding new clients is the cornerstone of building a thriving and successful business. Finding enough qualified leads that eventually develop into … Continue reading »

Many times the most valuable way to gain new clients is through referrals by existing clients. However, this is often an uncomfortable process – you feel you are putting your clients on the spot by asking for referrals. But it doesn’t … Continue reading »