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Life Health > Running Your Business

Have you ever given a referral for an advisor?

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“Yes. I gave a referral to my neighbors years ago. We have a great relationship with our advisor and passed the information along.”
Nell S., 61
San Diego, Calif.

“Yes. I was referred to my advisor and things have worked out so when he asked me for a referral I gave him a few names.”
Mary T., 71
San Francisco, Calif.

“Yes. I’ve had the same advisor now for 10-plus years and I have given referrals to a few different people–my brother and a couple of good friends of mine.”
Darryl O., 74
Memphis, Tenn.

“I have not. I have changed advisors a few times myself. Maybe once I find the right one I will give a referral.”
Jan M., 66
Dallas, Texas