Roadmap to Referrals
Roadmap to Referrals
Stacey Brown Randall
Ep #360: “I want to reach out but…” (The Scenario Series)
24 minutes Posted May 6, 2025 at 10:30 am.
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Show notes

In this episode of our scenario series, I tackle a question from a financial advisor who is unsure how to connect with a potential referral source without risking their relationship.

We explore the science behind referrals and why asking for them directly can sometimes shut down the very connections we hope to build. I’ll also share strategies to help you reach out effectively while respecting your relationships.

Resources and links mentioned in this episode can be found on the show notes page at http://www.staceybrownrandall.com/360