“The referral whisperer,” aka Michael Brizz, held a group of 100 financial planners rapt today in San Diego when he insisted that “there are literally thousands of referrals in your client database today. Clearly the opportunity is huge.”

Over the course of a 45-minute session at the FPA's annual conference, Brizz, president of the Center for Professional Achievement in Weston, Fla., laid out a process for cultivating referrals based on a deeply and surprisingly personalized approach to addressing client needs.

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