Update the advisor on their referral

<:od><:od>Be sure to report back to the advisor on the progress you are making with their referral.

They will feel involved and could feel comfortable enough to continue to refer people to you. Advisors hate to give referral only to find out that the wholesaler never followed up on that lead.

Following through is a trait advisors are looking for in a wholesaler.

 
 
Posted by got coach at 12/30/2010 5:51 AM
Categories: Quick Tip
 

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