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.

 

Recommended Podcast

Stop Playing Office and Start Delivering Value [Episode 366]

Delivering value is work

See More

Preparing Your Practice for a Sale With Michael Belluomini and Liam Heffernan

You can’t unfire that bullet

See More

Understanding Life Expectancy and Longevity With Brian Smith

You got to be willing to take the pain

See More

Contact Us