Businesspeople are often so busy that they don’t feel like they have the time to obtain referrals. If you have happy customers then referrals could be as quick as a phone call or email away. You just need to take the step and ask them. This white paper reviews the key influencers for sellers to getting more referrals and discusses who and when to ask for referrals.
Works with individuals and organizations that grapple with finances and transform them into wealthy professionals with the liquidity and lifestyle they desire to live with profound longevity in order to create a legacy
Has worked on Wall Street since 1985, helping portfolio managers, traders, brokers, and other investment professionals
His experience has enabled him to work with commercial and investment bankers, private equity, and venture capital, as well as to conduct several mergers & acquisitions
Has produced over $11 billion in revenue for organizations while always delivering to others
Contributed 14 books and over 4,500 articles and internet articles to stimulate others to increase their knowledge and awareness of the financial markets
Registered insurance professional and working actively towards his investment advisory certification
Well-known international keynote speaker and seminar producer
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