EPISODE · Jan 4, 2023 · 1H 38M
69: The Psychology of Referrals (Part II) with Dan Allison
from The Human Side of Money · host Brendan Frazier
Ever wondered why you don’t get more referrals from your clients? Good News: Most advisors have a client base that’s willing to refer. Bad News: Most clients aren’t capable of executing a referral. Armed with this information, Dan Allison designed a comfortable process for advisors that creates clients who are both willing and able to … Read More Read More
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69: The Psychology of Referrals (Part II) with Dan Allison
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