Updated Monday, August 31, 2015 as of 11:59 PM ET

Making Introductions Happen: Request and Receive Referrals From Existing Clients

2. Ask for an introduction - then ask again. Simply ask your clients if they know of someone who might benefit from your second-opinion service. Given how many investors are confused and uncertain these days, it's very likely that your client will immediately think of someone. Once you receive a name, immediately ask if anyone else comes to mind. Continue to ask until no other names are offered. If you don't get any introductions the first time you ask, just let them know that you will be asking again down the road and ask them to think about it a bit. (In fact, gaining introductions is so important that I recommend you ask for them at all your regular meetings with clients.)

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