07/23/2025
First impressions don’t just open doors, 𝐭𝐡𝐞𝐲 𝐩𝐥𝐚𝐧𝐭 𝐬𝐞𝐞𝐝𝐬... and in the financial advisory world, the real harvest often comes years later.
In this short video clip, you’ll hear a candid conversation about when referrals actually happen, why they often take longer than expected, and what you can do now to lay the groundwork for future introductions.