Please note that index links point to page beginnings from the print edition. Locations are approximate in e-readers, and you may need to page down one or more times after clicking a link to get to the indexed material.
Abandoned customers, 62–63
Action triggers, 44–45
Actionable referrals, 83
and client-service promise, 24–25
in courtship of prospects, 154
with free gifts, 34–35
for orphan accounts, 62
as purpose of appointments, 20
in relationships with prospects, 159–160
and trust building, 169–170
on website landing pages, 95
when following up with prospects, 157
Adobe Connect, 97
Advisor-centered approach, to asking for referrals, 45
Advocacy (preferred status level), 12 ...