
9 Ways to Make Introductions Happen
Yet too many advisors do not regularly reach out to their clients to ask for these crucial introductions.
Here are 9 ways to getting more high-quality introductions from your current client base.
Source: John J. Bowen Jr., founder and CEO, CEG Worldwide

1. Offer a Second-Opinion Service

2. Ask For an Introduction Then Ask Again

3. Gather Contact Information and Background

4. Commit to Following Up

5. Thank your Client

6. Call Each Prospect

7. Send an Invitation

8. Let Your Client Know the Results
