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

Episode metadata supplied by the publisher feed · Published Jan 4, 2023

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69: The Psychology of Referrals (Part II) with Dan Allison

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