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

The Value Equation: Enhancing Client Experiences and Advisor Self-Worth

How understanding your core values improves your life.

See More

Mindset Mastery: Overcoming Barriers to Charging Premium Fees

Building a sustainable practice.

See More

Crafting Unforgettable Client Experiences with Guest Dan Murphy [Episode 272]

Creating memorable experiences for your clients.

See More

Contact Us