Often advisors focus on a formula for requesting referrals rather than their own approach.
Here’s a better way:
Related: What to Do When Prospects Go Quiet
SPY
593.09
0.24
(0.04%)
DIA
427.40
0.43
(0.10%)
IWM
208.66
-0.42
(-0.20%)
QQQ
519.47
-0.80
(-0.15%)
GOLD
18.23
-0.44
(-2.41%)
AAPL
207.67
0.81
(0.39%)
Here’s a better way:
Related: What to Do When Prospects Go Quiet