Part 1 of 3:
Opening the Referral Process
This program is Part 1 of the 3-part series entitled, “A Proven System for Continuously Getting Great Referrals from Professionals and Clients”with nationally renowned estate planning attorney, Joseph J. Strazzeri, J.D.
In this engaging 90-minute presentation, you will learn:
- How to develop the “Stewardship” mindset essential to the referral process
- How to craft your own “compelling message” to potential referral sources (and potential clients, too)
- How to build Wealth Advisor “Partnering Programs” by asking advisors the 9 Critical Business Questions
- How to present “Signature Events” that attract and engage wealthy clients and the advisors they work with