· Have you known them for a long time?
· Are they currently working with the referral?
· Did they complain about losing a lot of money in the market in the past few years?
· Are they married, divorced, single, or widowed?
· How do they feel about risk?
· What are their interests?
I love referrals and would love to help you friend, family member or client plan for a more secure future.
Jesse Alvarado 562-822-5565
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