“Referrals are a transfer of trust” said Julie Littlechild, President of Advisor Impact. She added, “They are an expression of everything you do with your clients.”
Littlchild spoke to a full room of advisors during the final day of the Schwab Impact conference in Boston on October 29, 2010, in which she shared survey results of 1,030 advisors from across the country. Here is some of her data and analysis.
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