Advisors need to rethink their assumptions about referrals, says a prominent industry expert.

“I’m so convinced most advisors are sitting on a mountain of opportunity when it comes to referrals,” says Julie Littlechild, founder and CEO of Advisor Impact. “They just need to think about it in different ways.”

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access