Alan Curtis says that there are just four rules to follow to make anyone more ‘referrable’ to new clients:
1. Turn up on time
2. Say ‘Please’ and ‘Thank you’
3. Do what you say (you’re going to do)
4. Finish what you start
Alan is based in Louth, Lincolnshire and is a Partner with True Potential Wealth Management. He has been in financial services for over 20 years and has a client base with average invested wealth of £250,000.