How to get client referrals without asking

10/7/2012 | FPAnet.org/Practice Management Center blog

One reason financial planners don't get referrals is that their marketing materials devote too much space to discussing the planner and not enough to discussing the types of clients the planner targets, according to Stephen Wershing, CFP and author of the book "Stop Asking for Referrals." Clients need to know what a planner does in detail, making it easier to offer the planner's name when asked for a recommendation.

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