Episode #123 Show Notes:
We're on Day 2 of our final live Referral Challenge of 2020... and it's not too late to join. Here's where you sign up! Sign up and we'll send you what you missed to catch you up!
Here's Some Episode Highlights:
The series continues and this week we're deep diving into the questions financial advisors, financial planners, wealth managers, insurance agents, and bankers ask when they get serious about generating referrals.
And by serious, I mean they start doing the work and then specific questions pop up. We're tackling those questions.
We look at why financial advisors/planners - specifically - find it so hard to eliminate the "need to ask for referrals."
We look at how P&C insurance agents should build their referral plan when they have different referral sources for personal lines and commercial lines.
And we tackle what comes first when tackling a niche.
After listening to this episode, please share your thoughts on post #123 in our Referrals Without Asking Facebook group.
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