Filed Under:Life Insurance, Sales Strategies

4 ways to reform your referral strategy

Image: tungphoto /

Image: tungphoto /

First and foremost, our business consists of building client relationships. Marketing is simply a means of meeting more people so we can build more relationships.

This process has become inherently more difficult over the years due to changes in how we can market, and to whom. Obviously, referrals are by far the best means of cultivating new clients. Yet most advisors do a poor job of getting referrals. Why?

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Nichole Morford

Nichole Morford
Managing Editor

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