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Platinum Referrals

Even an advisor with excellent client relationships may feel uncomfortable bluntly asking for referrals. This approach eliminates that potential by allowing you to solicit referrals from a position of strength. Used as the final step in our exclusive 8-Step Client Review Process, the “Mother Teresa” script casts you as an advisor who is so deeply concerned about today’s uncertain financial markets that you want to educate as many people as possible – including close friends and family members of your clients. 

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