Worlds To Conquer - Client Onboarding: Referrals

The Perfect RIA - Podcast készítő Matthew Jarvis, CFP® & Micah Shilanski, CFP®

Podcast artwork

Kategóriák:

If you've been following Jamie through the first-year onboarding process, then you realize how much you are about to dramatically change your clients' lives. But have you thought about how that is the perfect time to also get referrals? Listen in as Jamie shares why you need to have a referral campaign and create opportunities for your clients to talk about you. https://bit.ly/3TdMkku

Visit the podcast's native language site