Are You Getting Leads From Referrals?

If you're not marketing to everyone, you're marketing to no one. When it comes to your employees, please make them do financial planning with you or somebody in your office. Make this as part of your incentive package when you give new employees a job offer. If those leads come from referral, what's your referral process? How are you knocking it out of the park? Have you been considering charging for prospect appointments? Do you have some head trash that nobody's going to be willing to pay to meet with you?