ABCs Of Asking For Referrals
Episode 422nd June 2020 • Human-centric Investing Podcast • Hartford Funds
00:00:00 00:26:27

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The idea of asking for referrals can make even the most seasoned financial professional squirm. What many financial professionals may not realize is that satisfied clients are already naturally inclined to share your services, and by not asking for a referral you’re likely passing up a great opportunity. Dave Ingram, Hartford Funds regional vice president and advisor consultant, shares a simple, proven strategy for increasing your consistency and effectiveness in asking for referrals, and why periods of volatility can be the most practical and important time to do it.


David Ingram is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA’s BrokerCheck. Hartford Funds Distributors, LLC, Member FINRA.