Do you get in the way of your own referral opportunities?

Today’s installment is about “Mr. Advocate” and how to get out of your own way. I coached a financial advisor. We’ll call him Jay. His star client was one of the most respected businessmen in town. Moreover, he was giving Jay referrals right and left. Major issue. Jay did NOT follow-up on a single one. […]


Where should I send your 'ENCORE SCORECARD'?