Ep #360: “I want to reach out but…” (The Scenario Series)

In this episode of our scenario series, I tackle a question from a financial advisor who is unsure how to connect with a potential referral source without risking their relationship.

We explore the science behind referrals and why asking for them directly can sometimes shut down the very connections we hope to build. I’ll also share strategies to help you reach out effectively while respecting your relationships.

Resources and links mentioned in this episode can be found on the show notes page at http://www.staceybrownrandall.com/360