The Art of Obtaining Referrals - presentation to the Association of Financial Planners

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customer-return
  • 1. A talk for the AFA
    Tuesday March 29, 2011
    The Art of Obtaining Referrals
  • 2. ‘Why should you listen to me?’
    IFA, AFA article – ‘How referrable is your business?’
    Advisory panels for Dealer Groups
    Dealer group & individual firm clients
    Practice what we preach
    • 83% of my clients through referral, 17% through speaking
  • 3. Calls, reports & pricing
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    • 1. A talk for the AFA
      Tuesday March 29, 2011
      The Art of Obtaining Referrals
  • 2. ‘Why should you listen to me?’
    IFA, AFA article – ‘How referrable is your business?’
    Advisory panels for Dealer Groups
    Dealer group & individual firm clients
    Practice what we preach
    • 83% of my clients through referral, 17% through speaking
  • 3. Calls, reports & pricing
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