Why Don't Your Clients Refer with Duncan MacPherson of Pareto Systems

Think about it for a moment. Why don’t some of your clients refer?

• Are you referable?
• Are your clients aware that you may be taking on new clients?
• Do they know how to proceed even when faced with someone that needs help?

Advisors need to rebrand how they ask for referrals, so that they are aligned with stewardship not salesmanship. Complete the form below to learn more about why your clients aren't referring, and what you can do about it.