The Big Question: Establishing Client Referrals

08 Mar 2017

Advisors are always mentioning how hard it is to establish referral relationships. Today Paul Lofties visits with Dan Allison, owner of Feedback Marketing Group. Dan discusses his "Interactive Client Survey Process," a five-step strategy to developing effective referral relationships. Using Dan's easy-to-implement strategies, financial advisors across the country are seeing big improvements in their referral gathering and their bottom line. To receive more information on this process, go to


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