Whipping up a feast: How to master client referrals

CLIENT REFERRALS

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The Referral Authority's Matt Anderson shares a plan of action to help advisers focus on the relationships that really matter, with just one hour's work per week…

How many of you think that the pace of your life for the next few months will be slower? It is a ridiculous question, isn’t it? Except that being even busier is unlikely to make you more effective and productive. The multi-tasker is dying. Only you can monitor your self-discipline and leverage your willpower to focus on the key people in your network each week, rather than chasing more rabbits that you will rarely catch. Here is my suggestion: spend an hour each week on your top six to 16 referral sources, your top five prospects and your top five clients. Think strategically about ho...

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