According to Julie Littlechild, the president of Advisor Impact, it’s time we de-mystified referrals. Littlechild addressed the topic at the FPA Business Solutions conference, which was held in Boston last week.
In an interview following her presentation, Littlechild said, “We’ve been talking about referrals for years in this industry and yet we haven’t really cracked the code. I think we’re collectively guilty of applying rather simplistic tactical responses to a very complex issue. Referrals are a transfer of trust. They are a reflection ofeverything that you do for your clients. It’s no wonder that increasing referrals is a difficult task.”
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