QUESTION... As part of my plan to get quality referrals to high-net-worth prospects, you suggested last month that I provide referral sources with a Referral Guide. How do I create that?
ANSWER... Developing a process for getting high-net-worth referrals includes creating a Referral Guide. An expert in this area is Frank Maselli, author of the best-selling book, "Referrals: The Professional Way."