How exactly do you approach asking clients to get you in touch with other possible clients? I find it quite hard to initiate the conversation and would love to hear some ideas from the bowl on how to feel less embarrassed or stiff about it.

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I know it can feel daunting, but I’ve found that the key is to approach it naturally and confidently. I usually wait until after a successful meeting or when a client expresses satisfaction with my services, then I casually mention that I’m always looking to help more people achieve their financial goals. I frame it as a way for them to share the value they’ve received, which makes it feel less like a sales pitch and more like a conversation among friends. Sometimes, I even suggest specific types of clients that might benefit from my services, making it easier for them to think of someone.

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