How Financial Advisors Can Generate More Referrals | Bill Utnage
Why do some financial advisors consistently generate introductions from clients while others struggle to get referrals at all?
In this episode of RIA Collective, Charlie Van Derven sits down with Bill Utnage of Damascus Road Referral Systems to discuss how advisors can build stronger client relationships and create a more intentional system for generating introductions.
Bill has spent decades owning and operating professional service businesses and now coaches business owners, including financial advisors, on referral growth. His message is simple: providing great service isn't enough to…
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