Knowledge and Insight > Manage Your Practice

Focus on Referral Sources and They Will Refer You

Stephen Wershing | The Client Driven Practice, April 2017

Summary: I was talking with an advisor last week about how to get into conversations about what he does. He was relaying the story of going jogging with a friend who could be a good client but is, more importantly, connected to a large network of people who fit this advisors ideal client description.

Asking how you can help a good referral source gets them talking about themselves which will always be more interesting to them than talking about you.”

Steve Wershing, Founder, The Cient Driven Practice

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