2. One at a time
Last week we covered #1. Before I proceed to strategies two and three, I must share one final passive idea with you. I received a 2014 calendar from an advisor friend at year’s end. On the envelope flap was placed a 2” gold circle sticker that read, “Oh by the way…I’m never too busy for your referrals.” This advisor is extremely successful because he never passes up an opportunity to ask for a referral.