Past MDRT president Tony Gordon once said, “Cold-calling is God’s punishment for not asking for referrals.” It takes courage to request a referral, though, so don’t waste your ask. Set yourself up to ...

Financial professionals talk with all kinds of people but most advisors say that asking for referrals is their most challenging conversation. So how does an advisor use persuasion to encourage a ...

When it comes to client referrals, the answer is always no until you ask. And unfortunately, for the majority of financial advisors that means the answer is always no. “Most advisors have a fear that ...