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.
Share Post:
Recent Posts
Blog
Go Fish: Find and Become a Valued Advisor to Business Owners
Carson Wealth Managing Partner Paul West says: “I love working with small business owners. Why? Because I am one.” It’s only natural as an advisor that you would want …
Blog
Andres Mazabel: How to Start the Estate Planning Conversation with Your Clients
Are you leveraging estate planning to strengthen your client relationships and grow your financial advisory practice? Learn how estate planning can deepen your client relationships and propel your advisory …
Blog
ReFrame | Dr. Lisa Toppin
Join Ana Trujillo Limon as she interviews Dr. Lisa Toppin, Carson’s VP of Workforce and Market Expansion. The two will talk about Lisa’s impressive background in the industry and …
Blog
ReFrame | Yan Zhao
Join us live from Excell as we interview Yan Zhao, the co-founder and president of Stone Ridge. We’ll talk about Yan’s journey to becoming a successful entrepreneur, her advice …
