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The ClientWise Blog

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Zoom Your Way to Loyal Client Advocates

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.

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