How New Advisors Can Get Introductions

How New Advisors Can Get Introductions

Chicago: “I’ve heard your firm’s research citing personal introductions as the number one way that advisors are acquiring new clients today, but I don’t have many clients right now to ask for an introduction.  What should I be doing?” asked Kim on a recent FastTrack for Growth webinar. 

New advisors can absolutely get personal introductions!  However Kim had asked a great question as new advisors are often given poor advice around ref

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