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LESSON SEVEN
Professional Referral Networks
BUILDING RELATIONSHIPS with wealthy investors is the key to success. But a second type of relationship our top advisors all encourage is one with their professional “influencers.” These are the men and women who should be considered referral sources for new prospects. Influencers include CPAs and estate planning attorneys. The professional referral network principle requires commitment, time, preparation, and patience, but I highly recommend it for anyone who aspires to grow their practice and become a top advisor.
In his book The Millionaire Mind, Thomas Stanley indicates that the primary way millionaires find financial advisors is through other advisors, specifically their CPA and their attorney. ...
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