As Financial Advisors, you hear “ask your clients or centers of influence for referrals” or you may hear fellow Financial Advisors say “I’ve built my business on referrals”, but have you ever wondered HOW?

We’re here to help!

Everyone is different which means what works for one person might not work for you - or it might! In this two-hour workshop, we’ll explore creative tactics that will help you confidently ask for referrals by sharing your story. No, we won’t suggest that you knock on doors or canvas the neighborhood with your business cards - we’re going to have more relationship-building action items for you that you’ll be excited to try!

Cost: $330