referral scripts Archives - The Prosperous Advisor Coaching Blog

Financial Advisor Marketing Ideas: Referral Scripts Galore

Written by Suzanne Muusers on December 1, 2021

Financial Advisor Referral Scripts Galore. Financial advisor referral scripts: Why is asking for referrals so stressful? Why do we get flustered and awkward with our words? Or, why do we NEVER ask for referrals? Because we don’t know what to say! This is where learning HOW to ask for referrals […]

How to Ask For Referrals – The Most Effective Way for Financial Advisors

Written by Suzanne Muusers on September 22, 2021

Referrals are a great source of leads. As a Coach for Financial Advisors since 2004, the most common strategy I address right away with my new clients is how to ask for referrals. Most of my finance career clients are not asking for referrals. Most clients are not prospecting for […]