Relationship-based or transactional: the question that defines your growth
Before you can fix how you grow, you need to answer a more basic question. Is your business relationship-based, built on clients you...
Written by
Ewen Harris
The one conversation that unlocks introductions from your best clients
Most advisors have a handful of clients who trust them completely. Ask how many introductions those clients have made in the past year,...
How to ask for an introduction without feeling awkward
The key question every relationship-based professional needs to answer is simple — are you a relationship-based business with existing...