The 6 Steps to a Fearless Referral Conversation

Presented by

Matt Anderson, The Referral Authority

About this talk

In this webcast you will learn the most important pieces to a quality referral conversation so you can get more prospects. I will also cover when and how to use these steps so they feel comfortable as you practice them. If you love word of mouth business, this is a crucial area not just to 'know' but to use and master so you can reap the rewards of a relationship-based way to grow your business.

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The US Financial Advisors Channel provides Registered Investment Advisors (RIA) and fee-only financial advisors with practice management insights. You can find industry luminaries presenting weekly webinars on topics such as social media, marketing, referrals, engaging the affluent, compliance, life planning, retirement planning, and succession planning. You can attend the webinars at no cost and will be able to submit real-time questions to presenters during the live online events. If you are unable to attend a webinar live, you can also view it afterward on demand.