When they say they work with a “referral only program” what does that mean
they will only accept referrals from existing clients so they are not a candidate for our service
work with “high net worth” with new clients, - what does that man?
they only work with clients who have $1 million or more so they're not a candidate for our service
And can you give me an example of what would be a good way to respond to that type of statement?
ask for a referral "do you have any colleagues that would be happy to work with prospects who have $250,000 up to $1 million of investment assets?"
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