The ClientWise Blog

Zoom Your Way to Loyal Client Advocates

Posted by Ray Sclafani on Sep 23, 2020 10:56:34 AM

Sit down at a lunch table during any advisor conference, and I can pretty much guarantee you that sooner than later, the topic of conversation will gravitate to client referrals. In fact, I can’t think of a more fitting battle flag motto for most advisors than "referrals, referrals, referrals! Don’t get me wrong, referrals are great; and by all means you should keep asking for them.

BUT…if you really want your referral game to work big, you need to go small.

Read More

Enjoyed this article? Click here to subscribe!

ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

Topics: Social Media, Client Engagement, Learning, loyal client advocates, zoom