
Within the past month, you’ve likely had MANY more video chats with clients or prospects than you’ve been used to.
Our CEO, Robert Sofia, was part of a virtual roundtable discussion recently. A question came up related to having the referral conversation via video chat.
It’s not a context most people are used to.
Without the warmth and comfort of an in-person meeting in an office, you might be wondering how you can initiate the conversation.
Watch the video below to hear about a simple, genuine approach you can start using today.
We’ve also pasted the transcript so you can swipe it and tweak it to make it your own. Continue reading Asking for Client Referrals in the Age of Zoom: A Simple Script for Advisers