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6 November 2019

Why you’re not getting referrals

Did you ask your client for a referral? If you’re like 60% of advisors, you didn’t even ask.
 
In fact, not being asked is the No. 1 reason financial advisors don’t get referrals. Another reason is advisors ask so indirectly that clients don’t even know they’re being asked, according to a focus group.
 
 
6 November 2019

Why you’re not getting referrals

Did you ask your client for a referral? If you’re like 60% of advisors, you didn’t even ask.
 
In fact, not being asked is the No. 1 reason financial advisors don’t get referrals. Another reason is advisors ask so indirectly that clients don’t even know they’re being asked, according to a focus group.
 
1 June 2019

The 2019 MDRT Annual Meeting in Miami Florida 9-12 June 2019

The 2019 MDRT Annual Meeting and its official hotels will be located in Miami Beach, Florida, approximately 8 miles outside of downtown Miami and approximately 12 miles from Miami International Airport. Click here to see an attached map which highlights these key areas.
 
The tropics meet big-city entertainment in this metropolis by the sea, where white sand beaches complement glittering high rises, and a fascinating intersection of cultures creates an international dining and entertainment scene like nowhere else in the U.S. Click here to discover more about Miami Beach.
 
  • Sanjay Tolani, Ph.D., MBA
    MDRT is a knowledge bank of financial service professionals. The biggest resource is the membership itself; interacting with MDRT members will change your mindset of how the financial profession is growing.
    Sanjay Tolani, Ph.D., MBA
  • Sanjay Tolani, Ph.D., MBA
    MDRT is a knowledge bank of financial service professionals. The biggest resource is the membership itself; interacting with MDRT members will change your mindset of how the financial profession is growing.
    Sanjay Tolani, Ph.D., MBA
  • Tony Gordon
    Those who have the courage to set daily goals will always be more successful than those who don’t.
    Tony Gordon
  • Tony Gordon
    Those who have the courage to set daily goals will always be more successful than those who don’t.
    Tony Gordon
  • Regina Bedoya, CLU, ChFC
    Don’t try to do it all. Be very strategic in your actions.
    Regina Bedoya, CLU, ChFC
  • Regina Bedoya, CLU, ChFC
    Don’t try to do it all. Be very strategic in your actions.
    Regina Bedoya, CLU, ChFC
  • Ross Vanderwolf, CFP
    You can’t do everything yourself. Sharing responsibility will help you learn something and improve
    Ross Vanderwolf, CFP
  • Ross Vanderwolf, CFP
    You can’t do everything yourself. Sharing responsibility will help you learn something and improve
    Ross Vanderwolf, CFP
  • Brian Heckert, CLU, ChFC
    The title does not make you a leader. Being a leader makes you a leader. A leader leads always.
    Brian Heckert, CLU, ChFC
  • Brian Heckert, CLU, ChFC
    The title does not make you a leader. Being a leader makes you a leader. A leader leads always.
    Brian Heckert, CLU, ChFC
  • Krish Dhanam
    Selling is not what you do to someone; it’s what you do for someone.
    Krish Dhanam
  • Krish Dhanam
    Selling is not what you do to someone; it’s what you do for someone.
    Krish Dhanam