A client recently asked me how to set up a meeting with a key center of influence—a referral source who could truly move the needle for their business.
Like many advisors, they’d been using AI tools like ChatGPT to research prospects and even draft emails to set up meetings. That’s fine—until it isn’t. Because when it comes to referrals, the biggest mistake you can make is outsourcing human connection.
AI will happily write you an email. You’ll edit it, hit send, and feel productive. But you just made a critical error:
Efficiency is not always effective.
The easiest path is rarely the one that creates the best results.
Referrals aren’t about getting more done. They’re about doing the right things with the right people—and doing it in a way that strengthens trust.
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