February 2008
Advisor Today;Feb2008, Vol. 103 Issue 2, p54
Trade Publication
The article provides a sample script that would confidentially help agents in their referral initiatives. The script informs an individual's total number of clients who have expressed their desire to introduce him to their friends in a more low-key social setting. It also shares how he deals with them, in which he claims that he does not talk much about business. Lastly, a responder calls for individual to identify if one or two of the mentioned clients know the kind of his work.


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