Lunch and Learn: Re-Building a Referral Based Business

Join us at the FPA MI Grand Rapids Lunch and Learn on September 19th when Robert Montella of Goldman Sachs presents:

Re-Building a Referral Based Business

This is an interactive workshop that helps drive sustainable growth in advisor practices through the cultivation of an advisor’s best clients as well as the introductions to prospects from those clients.   Unlike many script-based techniques, which can create an uncomfortable event at the end of a meeting, having a planned, client-centric referral process integrates more seamlessly into an advisor’s business.

Acquiring new clients based on client referrals is the preferred approach of top advisors and advisory firms for growing their business. Gaining referrals from clients is a function of two things:    1) Deserving referrals and   2) Developing and implementing a planned and purposeful approach.  The goal is to build a referral culture among your clients.

For more information or to register for the September 19th Lunch and Learn, click here.


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