Our coaches often hear from advisors that the most common way they’ve met their top clients is through referrals and introductions from existing relationships.

If you’re not asking the “who” question during client interactions, you’re missing out on potentially your best clients. When your clients talk about vacations or events happening in their life, for example, ask them who they were with.

Listen in on Carson Business Coach JJ Peller’s coaching tip: How to ask the “Who?” question.

 

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