Six Ways to Identify Great Prospects

Presented by

Matt Anderson, Founder, The Referral Authority

About this talk

Want more prospects? The most important part of getting referrals is being specific about what you want. This session covers six ways to identify potential prospects so it’s easy for people in your network to endorse you.

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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.