Key takeaways
- Understand why having satisfied clients is simply not enough to grow your business
- Describe the key strategies that Financial Planning firms can use to turn their clients into raving fans (who regularly recommend you!)
- Explain why many of your clients might be reluctant to refer you and how to overcome this
- Understand how to develop a referral strategy that gets immediate results
- Understand why having satisfied clients is simply not enough to grow your business
- Describe the key strategies that Financial Planning firms can use to turn their clients into raving fans (who regularly recommend you!)
- Explain why many of your clients might be reluctant to refer you and how to overcome this
- Understand how to develop a referral strategy that gets immediate results
