Referrals vs. Introductions (Why You Should Never Give a Referral)

October 6, 2022 | By Elite Resource Team
Financial Advisors Accountants

The idea of "trading client referrals" is outdated and inefficient. 

You should never give a client referral again, and counter to what you may have been taught, you never want another client referral either. 

Instead, you need to understand how to structure your business to allow for client introductions. 

Client introductions with team based planning are safer, provide better results, and creates a unique client experience that leads to organic growth!