Referral Mastery Series

How do your affluent clients perceive your relationship?In this episode, hosts Stephen Boswell and Kevin Nichols, discuss how beneficial it is to stay social with your clients. 74% of advisors feel as if they have a business and social relationship with their clients, yet only 29% of affluent clients feel that same way. So how can an advisor stay social with their clients?In this episode you’ll learn:Why getting social is so importantThe top 6 events to host that are correlated with referralsWhat information you should know about your clients9 specific steps to get to know your clientsAnd more!Tune in now and learn how to take your marketing ideas to the next level!Resources:WealthVest | The Oechsli Institute | Advisor Coaching | Educational WorksheetIf you haven’t already, please review us on iTunes. It’s an important way to help new listeners discover the show.