
Preferrals
“Preferrals” is designed to help financial professionals overcome their apprehension of asking for referrals. This research-based approach seeks to transform the outdated and potentially harmful referral into a low-risk offer to help friends, colleagues, and family members based on the financial professional’s genuine concerns.
"Preferrals" is not only designed to help financial professionals like you learn key principles; it also aims to help you personalize your “preferrals” for immediate application.