If you don’t currently have a referral “system” in place… I’ll give you the one I used very successfully for my own practice. It must work because I generated over $350,000 in income on referrals alone my final year in personal production. I hope you can put it to good use.
You can find the directions and letter templates here.
About Mike Kaselnak
Michael Kaselnak is considered one of the top marketing and sales experts in the financial services industry. He has personally mentored over 300 financial advisors in the past 10 years. These financial advisors saw their average production increase by 62%. Many saw increases of over 300 percent. He writes articles that have appeared in many mainstream magazines and has written the popular report 300 Financial Headlines that sell.