How Financial Advisors Ask For Referrals

  Рет қаралды 5,633

Patrick Tucker

Patrick Tucker

Күн бұрын

Пікірлер
@jordanhollingshead8890
@jordanhollingshead8890 3 жыл бұрын
This is facts! Also I totally agree though I am trying to figure out the best way to get referrals and this is brilliant
@danpicocfp6276
@danpicocfp6276 6 ай бұрын
Keep good going!
@kevinodonnell546
@kevinodonnell546 5 жыл бұрын
This seems like a great approach to sourcing referrals!
@PitmanConcrete
@PitmanConcrete 4 жыл бұрын
This is 100% the right way to do it! It makes sense for all parties, great video. Thanks you!
@tiffanylbacon
@tiffanylbacon 2 жыл бұрын
Thank you for your videos. I am entering the world of finance as a advisor. I’m coming from public service. Understanding how I can shift is going to help me be successful.
@paulproulx1580
@paulproulx1580 Жыл бұрын
Good Advice Thanks 😊
@rodfouche3056
@rodfouche3056 3 жыл бұрын
Brilliant idea, I sure I will benefit greatly by doing this. Thanks for sharing.
@06Awake
@06Awake 6 жыл бұрын
I used to buy referrals in exchange for free potatoes peepers after my presentation. It felt aggressive and dirty because I didn't value or believe in the product I was selling. I had some success but had to quite after just 2 short months.
@patricktucker7610
@patricktucker7610 6 жыл бұрын
"Aggressive and dirty" are words I've heard hundreds of times from my student. The shame your describing is the exact shame I used to feel when I was a producer. It's because of that shame that I create my content. To teach others how to be purveyors of advice, entrepreneurial advisors and business operators. Not financial sales people. Check out my training on this. I have a feeling you'll resonate with it. www.truemeasure.info/webinartraining
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