PAUL'S NEWEST RELEASE

​DITCH THE PITCH

Stop selling. Start serving.
​Grow referrals.
Paul offers a practical, story-driven alternative to the traditional sales mindset. Drawing on decades of experience building a referral-based financial advisory practice, he shows professionals how to stop chasing customers and start creating the kind of service experience that makes people want to refer them.

Meet paul

A 35 year veteran of the trust and investment advisory business, Paul Dorsey built an independent practice providing comprehensive wealth management, including retirement planning, private investments and trust. Working solely on referrals, he never discriminated between regular-net-worth, high-net-worth or ultra-high-net-worth clients.

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