I have made referrals for my advisor. I have a great relationship with him. We’re friends outside of the pure working part of the relationship so it’s not a stretch for me to put in the good word about him.”
- Dan T., 60
My advisor and I are pretty new to each other. We started working together earlier this year. I retired from the military and had not worked with an advisor before, but things are going well so far. I could see making some referrals down the road.”
- Keith L., 56
San Diego, Calif.
I believe in referrals. I was in sales before I retired and I found that the best way to keep the pipeline going was through referrals and good word of mouth. Anytime I see somebody doing a good job, I don’t mind going out of my way if need be to put that good word in for them.”
- Sam J., 72