It’s no secret that in the world of finance, having a strong referral network is essential for success. Referrals are the lifeblood of the financial industry, providing a steady stream of clients, contacts and opportunities.
With so many options for referrals, it can be tough to decide which ones are the best for your business. To help you out, we’ve compiled a list of the top five best referral sources for financial professionals.
John Poston is Senior Account Manager at DFS Marketing, where he focuses on servicing hundreds of agents and training his team of marketers. Before joining DFS in 2020, he served in a number of positions in finance and insurance, including as an Executive Recruiter. He graduated from University of California, Berkeley, where he studied both Business Management and Economics.
Connect with John on LinkedIn.
Learn more about John
Connect with John on LinkedIn.
Learn more about John
Latest posts by John Poston (see all)
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- New Study Provides Valuable Insights Into FIA Contract Owner Behavior - October 17, 2023
- Life Settlement Annuities: A Powerful Solution for Funding Retirement and Securing Long-Term Care - October 6, 2023
Excellent resource and reminder not to forget the basics we learned when we entered the industry as pups!
Referrals are most reliable…
Thank you,
RonG