Ask the Advisor

Should I Be Asking My Clients for Referrals?

Sometimes you just have to “suck-it-up” and ask them. 

Article
Ask the Advisor

Advisor Content

Ask the Advisor

Media Appearances

Sports & Pop Culture

Just Don't Podcast

Latest Features

Matt Paletz’s Declaration of Principles

Citizen Kane has been called the greatest classic movie of all time. Released in 1941, directed by and starring Orson Wells, it tells the tale ...

READ MORE

What We Can All Learn from the Turmoil and Success of Family Owned Sports Teams

Several family-owned sports franchises offer a unique insight into what can make or break running a multigenerational business. The contrast often comes down to a ...

READ MORE

Should I be Asking My Clients for Referrals?

Q: My business depends on referrals, but I don’t feel comfortable asking my clients to refer me to their clients and friends. Is there an ...

READ MORE

In Other Business News

'Ghost job' postings are adding another layer of uncertainty to the stalling jobs picture
2025-11-11
Source: CNBC - Economy
Judging by current data, you'd think there's literally a job out there for anyone who wants one. Looking deeper under the hood, though, tells a different story. Since the beginning of 2024, job openings have outnumbered hires by more than...
John Gafford: From Drift To Drive — Empowering Others To Take Control Of Their Lives
By Marc Berman, Senior Contributor
2025-11-11
Source: Forbes - Business
John Gafford wears many hats — entrepreneur, real estate mogul, television personality, public speaker, podcaster, and now author of Escaping the Drift: How to Make the World Happen for You, Not to You. A defining moment in his journey came...
Brené Brown on Being a Steady Leader in Tumultuous Times
2025-11-11
Source: Harvard Business Review
ADI IGNATIUS: I am Adi Ignatius. ALISON BEARD: I’m Alison Beard, and this is the HBR IdeaCast. ADI IGNATIUS So today’s guest is the renowned researcher and author, Brené Brown. It’s probably best known for her work on vulnerability for...
Ford CEO says taking apart Tesla and Chinese EVs was 'shocking' and pushed him to shake up the automaker
By Tom Carter
2025-11-11
Source: Business Insider
Jim Farley said he was "humbled" after realizing how far ahead Elon Musk's automaker and China's EV upstarts were of Ford's electric vehicles....
Sonder announces bankruptcy plans; tells guests to vacate hotel rooms: 'People were scrambling'
2025-11-11
Source: CNBC - Top News
Sonder, a company once valued at $1.9 billion, says it's winding down operations. Photoalto/frederic Cirou | Photoalto Agency Rf Collections | Getty Images Short-term rentals firm Sonder on Monday announced plans to file for bankruptcy. The news came a day...
Warren Buffett to step up giving away fortune to his children’s foundations, while supporting successor Abel
2025-11-10
Source: CNBC - Finance
In a Thanksgiving letter that will become an annual tradition, Buffett said he needs to accelerate the disbursement of his Berkshire stock to his three children's foundations. He also intends to keep a significant amount of shares for a short...

What is Paletz Advisor?

Paletz Advisor is led by attorney and business owner Matt Paletz.  Matt specializes in helping small and medium-sized family-owned businesses with practical, no-nonsense advice that’s been time-tested. His expertise in succession planning and execution comes from his own experience with the many business obstacles encountered in successfully transitioning a family-owned business to the next generation. 

Bottom line: He’s been through it, so you don’t have to.