The biggest roadblock asking for referrals for most advisors is reluctance. You sell a series of complex products and your clients buy the luxury of simple solutions that can be trusted. This is worthy of referrals!

Lone Beacon has marketing initiatives and platforms focused on helping you increase your number of referrals and reiterate your value to your clients and make it easy for them to make a referral introduction.

Click here to read more about Lone Beacon strategies to help you increase your referrals!